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Guide for the Successful Trustee: A Gift for the Heirs

By R.D. Finley
eBook
$3.99
By R.D. Finley
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WHO SHOULD OWN THE GUIDE?

• IF you are named on your own, parent’s, relative’s, friend’s or neighbor’s estate plan as a trustee, you will need to know your responsibilities and have the system to successfully address the trust placed in you.

• IF you are establishing an estate plan with an independent third party, bank or corporate trustee, you will want to use the guide’s, “Notify-Respond-Verify” system. Make sure they get it correct.

• IF you are a parent or grandparent, what gift could...

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