Trustee Handbook Bundle

$400.00

Trustee Bundle Offer

Bundle Includes:

  • Trust Kit Forms (PDF) – $200 value

  • Trustee Handbook (PDF) – $150 value

  • Crest & Family Heritage Class (2 hours) – $150 value

    • Covers heraldry, family history documents, rollover wills, plus forms/templates

    • Date:Saturday, September 20th (3rd week of September)

  • Trust Administration Class (2 hours) – $250–$300 value

    • Covers administrative setup, payroll, business credit, back-office forms/templates

    • Date:Sunday, September 21st (3rd week of September)

Total Value: $800
Your Price: $400

Seats Available: Only 15 total for the live classes

Trustee Bundle Offer

Bundle Includes:

  • Trust Kit Forms (PDF) – $200 value

  • Trustee Handbook (PDF) – $150 value

  • Crest & Family Heritage Class (2 hours) – $150 value

    • Covers heraldry, family history documents, rollover wills, plus forms/templates

    • Date:Saturday, September 20th (3rd week of September)

  • Trust Administration Class (2 hours) – $250–$300 value

    • Covers administrative setup, payroll, business credit, back-office forms/templates

    • Date:Sunday, September 21st (3rd week of September)

Total Value: $800
Your Price: $400

Seats Available: Only 15 total for the live classes