Trustee Consulting, LLC
Consulting, Management, and Educational Services

...simplifying your job as Trustee

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The job of a trustee can be difficult for those who are not familiar with the detailed and complicated laws governing the administration of trusts.

In addition to exercising prudence and care, a trustee is responsible for maintaining accurate accounting records, filing tax returns, making tax and other elections, managing the assets of the trust, deciding how, when and what amounts to distribute to beneficiaries, and many other duties.

We have the technical expertise and years of trust management experience to make your job easier.

Self-help is also available...

Executor & Trustee Survival Guide - an invaluable reference book; 384 pages Executor & Trustee Survival Guide describes the basics of estate and trust administration and provides information on how to:

  • Settle an estate and manage a trust
  • Limit your liability
  • Meet legal deadlines
  • Manage the estate property
  • Maintain proper accounting records
  • Comply with reporting requirements
  • Handle discretionary distributions
  • Decide when to hire an attorney, accountant or other professional

This book is written for individual and professional use and includes illustrations, forms and checklists. (View larger image - front & back covers)

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