Mastering Estate Trusts: An 8-Week Roadmap for Trustees and Executors
About this course
A comprehensive 8-week one on one coaching program. Clarity. Confidence. Compliance. Your step-by-step system to succeed as a Trustee. Weekly zoom or other face to face calls and unlimited email exchange. Tailored to your current needs.
Course curriculum
1.
Course Modules
8 lessons
- 1
Orientation + First Steps
- 2
Bills and Bookkeeping Made Simple
- 3
Managing Beneficiaries Without Drama
- 4
Personal Property & High-Value Assets
- 5
Charitable Giving Without Complication
- 6
Taxes, CPAs, and Final Returns
- 7
Create a Repeatable Process + Legacy Vision
- 8
Final Review and Questions
Mastering Estate Trusts: An 8-Week Roadmap for Trustees and Executors
A comprehensive 8-week one on one coaching program. Clarity. Confidence. Compliance. Your step-by-step system to succeed as a Trustee. Weekly zoom or other face to face calls and unlimited email exchange. Tailored to your current needs.
US$ 1500
1 members