build trustee confidence 
download 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)

“As a new trustee, I knew little 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 my co-trustees and beneficiaries.  Thank you so much Lindsay.”  

Sam V, Auckland

 

Download your free 10 Minute Trustee Success guide now!  

Get your Free 127 page Trustee Guide!

10 Minute Trustee Success

21 trust experts share their best strategies to help trustees plan and manage their trusts.

PLUS: We’ll keep in touch with tips & insights on good trustee practice.