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Trustee Training Guide

A GUIDE FOR LEGACY PROTECTION

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Outline Responsibilities – Equip your trustee with the clarity and confidence they need to manage everything on your behalf.

Set Expectations – Communicate your intentions, and provide necessary support for your trustee(s).

Open Conversations– Encourage transparent communication between trustee and beneficiaries to keep the process as smooth as possible.

Build a Strong Foundation– Ensure the continued prosperity and well being of your loved ones for years to come!