trustee training

March 4, 2026

Trustee School: What Happens After You Say Yes?

Being named a trustee is an honor — but it also carries serious legal and financial responsibilities. In this free workshop, we’ll walk you through what serving as a trustee really involves, how to avoid costly mistakes, and how to choose the right person for the role.
January 11, 2024

Think Twice Before Deciding to Serve as a Trustee

Serving as a trustee is a profound honor, a testament to the trust and confidence someone places in you to manage a significant portion of their […]