WHO SHOULD OWN THE GUIDE?
IF you are named on your own, parent's, relative's, friend's or
neighbor's estate plan as a trustee, you will need to know your
responsibilities and have the system to successfully address the
trust placed in you.
IF you are establishing an estate plan with an independent third
party, bank or corporate trustee, you will want to use the guide's,
"Notify-Respond-Verify" system. Make sure they get it correct.
IF you are a parent or grandparent, what gift could be more
important or useful than a well drafted estate plan and a system to
make it work? Give your heirs the tools they can use to make the
plan a success.
WHO SHOULD GIVE THE GUIDE?
IF you are an estate planning attorney you realize your clients
need a system for transferring and tracking their assets. This is
it. The Guide for the Successful Trustee.
IF you are an accountant do your clients have their assets
properly titled? Use the "Guide" to get the proper registration and
use the system to keep it that way. Thousands of dollars in
unnecessary taxes and fees are generated by incorrect
registrations.
IF you are a financial advisor, have your peers and
predecessors titled all of their clients' past investments
properly? What is your liability to clients on past transactions
and current estate plans? Meet with the client and family go over
the three phases of estate planning. Illustrate the phases and the
differences between the three. "The Guide for the Successful
Trustee" has the system to make it simple and successful.
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