Ethics for Trustees 2.0: A Guide for Trustee Ethics in Every Household

Your beloved, or knowledgeable could also be your only option as your Successor (Trustee/Executor),
however do not choose anybody with out studying this e book first! Too many households are not on talking phrases as a result of the chosen individual did a poor job, or simply didn’t fulfill the required fiduciary duties.

Thanks to this small e-book, our family was spared from potential conflict. A.B., aged 86.

Ethics for Trustees 2.0 is a must-read for anyone in the process of creating their property plan, as every Trustor must select a Successor Trustee. This book caters to a wide audience, including experienced and novice Trustees such as Attorneys, Fiduciaries, CPA’s, Family Members, and friends. Whether you are new to the role or a seasoned professional, this comprehensive guide will enhance your understanding of the responsibilities involved in effective trust management.

Drawing upon our experience as personal professional trustees in California, this book incorporates quotes and ideas to spark conversations within the estate planning community. It emphasizes the importance of ongoing education and aims to inspire all fiduciaries to uphold the highest ethical standards. Our goal is to motivate everyone who serves as a trustee to fulfill their roles to the best of their abilities, benefiting not only themselves but also the families they serve.