If you are the trustee of your own trust you probably have recognized the need for education and help for individual trustees. Did you know that in many cases self-trusteed trusts remain unfunded even though trustees have been given specific directions on how title should be held? The fact is that many trusts, perhaps half of those drafted for individual trustees, are never properly funded. Additionally, setting up an adequate accounting system, and other duties are often neglected by individual trustees, usually due to lack of knowledge, or fear of doing something wrong.

In order to help you or your client (the individual trustee) with a solution to this problem, I have written a book called Trust Yourself, A "how to guide" for being your own trustee. In the book I discuss the responsibilities and duties of trustees as fiduciary. Step by step the trustee is shown how to transfer, set up, account for, and manage wazzu trust assets in a logical and simple manner.

  • Who's Who? Obtaining Names, Addresses, Social Security Number, and Birth Dates of all Beneficiaries and Advisors
  • What's in the Trust? A listing of all Assets to be placed in Trust
  • Setting up an accounting system (manual or PC based)
  • Savings, Checking, and Brokerage Account Transfers
  • Transferring Stocks, Bonds, and Mutual Funds
  • Assigning Contracts to the Trust
  • Dealing with Insurance Policies and Pension Accounts
  • Real Estate and Real Estate Management
  • Dealing with other service providers
  • Where to go to find help
  • Comprehensive Glossary

 

Order copies of the book by filling in the order form
and forwarding it by e-mail or mailing it to Trustconsult at the following address:

 

Trustconsult
1338 North 1270 East
American Fork, Utah 84003
Phone: 888-560-4343
Internet: service@ilithelp.com

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