Trust Advisor Training Podcast

Week #6 - Personal Trust Instructions (Part 3)


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See the Live Recording here: https://us02web.zoom.us/rec/play/c53lMzbeV55REgr5YCxd_Q5ggr73G0fDqorxAVXqEijzukYG49ncRp1GkliapnFdtKCkLOBIzAFxBttz.-zSg91Zb_XUrqwRs?autoplay=true&startTime=1659456258000

Access the Transcript here:
https://otter.ai/u/W1PYvTJEIoH1v5XsdpJvTT5bhhA

Instructions for Personal Trusts: https://www.abundancegroup.com/instructions

Deposit Expense Register: https://drive.google.com/file/d/1oUpa2eUX2cWzV1r90asK80-7npj_R8s8/view

Chart of Accounts: https://drive.google.com/file/d/1DkWcD5K0SI_cP_z6aYnYEZPbcNfHQi13/view

1041 Return: https://drive.google.com/file/d/15K_6xc 0fxpDIi-9exqtP5igojpg48cZD/view?usp=sharing

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Trust Advisor Training PodcastBy Abundance Group Trust