Trustee Onboarding

Trustee Onboarding

Regular price $129.00

This course will give a broad overview of the duties of the successor trustee(s) when the Trustmaker is incapacitated, and upon the Trustmaker’s death. The outline will include best practices for ensuring that Trustees uphold their fiduciary duties, and a roadmap for streamlining your firm’s trust administration services when engaged to represent a trustee.

Presented by: Jessica Marchegiano, JD

CLE: 1.0 general credit

States Pre-Approved: AR, CA, ME, MO, NJ, NY, OK, PA, VT

(AK, AZ, CT, NH eligible to claim credit)

States Pending Approval: CO, GA, IL, NC, OH, TX, UT

We will apply for approval in other US states as registrations warrant,* with exception to the following: KS, RI, VA, WA**

* Approval process times will vary

** We will supply you with the information needed to self-apply

shopcle@wealthcounsel.com


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