build practical trustee ‘know how’
download your free trustee guide

When you’re responsible for other people’s interests and assets, you need to have things 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 sets out simply what trustees have to be thinking about and doing, and highlights potential pitfalls where trustees can make mistakes.

You’ll find out about:

• 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)

“As a new trustee, I didn’t know much about trusts, how they were run, or my responsibilities as trustee.  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 the other trustees and the beneficiaries.  Thank you so much Lindsay.”  Sam V, Auckland

Download your free 10 Minute Trustee Success guide now!