May 26 • 📣 Announcements
You Were Named Trustee. Do You Know What You Just Agreed To?
Most people say yes to being a trustee without any idea what they just agreed to.
No training. No checklist. Just goodwill and a legal obligation they didn't know they signed up for.
We just dropped a new video that changes that.
In 15 minutes, I walk you through the four legal duties every trustee is held to by law—and the mistakes that get people sued, removed by courts, or worse.
If you've ever been named a trustee, know someone who has, or will be selling estate plans to families who have trustees—watch this.
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You Were Named Trustee. Do You Know What You Just Agreed To?
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