You’ve been named trustee in your parent’s estate plan—now what? This course explains what a trustee is, how to accept or decline the role, and the legal duties that come with it. Learn the steps to get started, risks to watch for, and how to stay organized so you can handle the responsibility the right way.

The Trustee Roadmap is a step-by-step course designed to help successor trustees confidently administer a revocable trust. Through short video lessons, practical checklists, and downloadable workbooks, you’ll learn how to organize assets, handle debts and taxes, make fair distributions, and close the trust properly — all while protecting yourself and honoring the grantor’s wishes. Perfect for first-time or seasoned trustees alike.