Lesson 5,
Topic 1
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Module 4a: Trustee Execution Package Part 1
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TRUSTEE ROAD MAP PART 1 – TIME STAMP
00:00 Trustee Package Overview
00:30 Core Trustee Duties
01:33 Liability and Clauses
04:53 Execution Ground Rules
07:21 Decision Framework
09:46 Trustee vs Executor Workflow
13:13 Appointment and Acceptance
15:04 Acceptance Template and Oath
18:35 Master Checklist Phases
19:24 Authority and Financial Setup
23:29 Notice and Asset Inventory
25:19 Liabilities Taxes and Distribution
29:37 Accounting and Final Closure