The real scoop on handling a living trust after someone passes away.

A practical guide in plain language for successor trustees and those who know their someone has a trust… and that’s about it.

Sound advice and nifty information, such as:

• Things not to do — even though the internet says you should
• Understanding your powers, and deciphering the trust document
• Preparing for detours at banks and credit unions
• Wrapping your head around person vs. trust vs. estate
• How to manage it all with as little stress as possible

Applies to living trusts, family trusts, personal trusts, Inter Vivos trusts, revocable living trusts, irrevocable living trusts (these are different names for the same kind of trust).

The guide does not apply to testamentary trusts, though some content may be helpful.

What you get with a designer who has been around awhile…

Training design has access to a lot of bells and whistles. The tools bringing those features can be costly, take too long to use, or generate deliverables with more flash than substance. They can also be wonderful — just the thing to meet project objectives.

Part of my job is to pull from the range of what’s available to choose what makes the most sense to engage learners, teach what’s needed, provide a handy reference, or meet compliance requirements. Another part of my job is to do that within time, budget, and personnel parameters. Sometimes the best choice is a well-written document. Sometimes a live/recorded webinar is most effective. And of course the various flavors of elearning often fit the bill.