


Trustee Handbook Bundle
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