The Trustee's Command Station Kit

Operate like a professional trustee — even if it’s your first time. This kit includes the full administrative protocol to legally, ethically, and safely run a trust from Day 1. Protect yourself with proper logs and documents in case of disputes, audits, or court scrutiny.

Includes:



• Trust Administration Binder Templates
• Trustee Logbook
• Annual Compliance Checklists
• Trustee Resolution Templates
• Internal Audit Logs
• IRS & State Audit Response Templates
• Fiduciary Affirmation Statements
• Resignation/Appointment Notices