improve your contribution
request your free trustee guide

When you’re responsible for other people’s interests and assets, you need things to be running right.

Lindsay has collaborated with 20 trust experts to bring together a free guide specifically for trustees.

It’s jam-packed full of practical tips and easy to implement good practices.  The guide highlights what you need to be thinking about and doing as a trustee, and areas where trustees can often make mistakes.

For example, you’ll learn:

• Your core duties and what happens if you ignore them (with Andrew Butler, Russell McVeagh)
• What information you should share with beneficiaries if they come asking (with Denham Martin, Lawyer)
• How regular trustee meetings can reduce your personal trustee risk (with Anthony Grant, Barrister)
• An 8 step process for managing trustee investment decisions (with Geoff Clews, Barrister)

Request your free 10 Minute Trustee Success guide by email – click here   

As a new trustee, I knew little about trusts, how they were run, or my responsibilities.  If you want to know about being a trustee, 10 Minute Trustee Success is a must read.  It’s helped me build positive relationships with my co-trustees and beneficiaries.  Thank you so much Lindsay.

Sam V, Auckland