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2 contributions to Trustee School
WELCOME!
I am so excited that you are here as we get this school launched! Thank you so much for joining! Please introduce yourself and ask your burning questions below. I'll be creating more content to answer your questions as we move forward together. Being a Trustee is an important task. It can be fairly simple in process. I can help you analyze where you are and the next steps you need to take. Please peruse my current course, the Trustee Roadmap. I'll be adding video explanations, but let me know if things are unclear or if you need more details. Looking forward to this journey together!! Lauren
WELCOME!
0 likes • 16d
I'm representing my own private revocable living estate and trust. Just starting out with the role. I'm still trying to figure out how I can fund it. My goal is to put any and all assets that I own or that I acquire into this trust and eventually be able to make investments that enable me to get a monthly distribution payment that I can live off of. I don't currently own any property that I can transfer ownership of to the trust, but I'm working towards acquiring some. I am currently the only beneficiary but upon my death my son will be the beneficiary.
Welcome to NY Executor & Trustee Skool
Your shortcut to confident trust and estate management—tools, templates, and support in one place. If you’re here, it probably means you’ve been named a trustee, executor, or estate administrator—and you’re looking for guidance on how to handle the job confidently and correctly. You’re in the right place. This group is here to help you: - ✅ Understand your role and responsibilities - ✅ Stay organized with timelines and checklists - ✅ Learn best practices for accounting and asset management - ✅ Get support and answers to your questions Start by introducing yourself in the comments—tell us who you’re representing (parent, spouse, friend) and what part of the process you’re in. I’m so glad you’re here. Let’s make this process clearer, simpler, and less stressful—together. — L
0 likes • 16d
I'm representing my own private revocable living estate and trust. Just starting out with the role. I'm still trying to figure out how I can fund it. My goal is to put any and all assets that I own or that I acquire into this trust and eventually be able to make investments that enable me to get a monthly distribution payment that I can live off of. I don't currently own any property that I can transfer ownership of to the trust, but I'm working towards acquiring some. I am currently the only beneficiary but upon my death my son will be the beneficiary.
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Jasmine Smith
1
5points to level up
@jasmine-smith-9791
I'm Jasmine

Active 16d ago
Joined Jan 19, 2026
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