Trust Advisor Training Podcast

Week #4 - Personal Trust Instructions (Part 1)


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See the Live Recording here: https://us02web.zoom.us/rec/play/SS_atGl663DwfgjiKRdP-WLF3ii7loSE3uj1B83cwwOqhoA9uMIiLaT8wK1UZiSZ-GimhXwWSHKe1wuE.-geA5N8VpJ2iiWJU?autoplay=true&startTime=1658246794000

Access the Transcript here:
https://otter.ai/u/OUuTAocgpW7J2wep_d3_A-7mEEM
Instructions for Personal Trusts: https://www.abundancegroup.com/instructions

Musical Chairs Decision Tree: https://www.abundancegroup.com/decisiontree

Conveying Assets and Liabilities: https://docs.google.com/spreadsheets/d/102ZnB_rfA1hvA-nBB4c_ynofb9aVY92F/edit#gid=1374391922

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Trust Advisor Training PodcastBy Abundance Group Trust