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

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Trustee School

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Your shortcut to confident trust and estate management—tools, templates, and support in one place.

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