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TRUST ADMINISTRATION & BANKING: DOCUMENT OVERVIEW
Fri, Sep 04
|SPECIAL ONLINE EVENT
THIS IS A SPECIAL ZOOM FOR THOSE ON THE FIRST WEBINAR WHERE ISAIAH GOES OVER ALL THE DOCUMENTS YOU RECIEVED
Registration is closed
Time & Location
Sep 04, 2026, 7:00 PM – 8:00 PM CDT
SPECIAL ONLINE EVENT
About the event
THIS EVENT IS FOR EVERYONE THAT WAS IN THE FIRST TRUST CLASS HELD AUGUST 30TH IF YOU WERE NOT IN THAT WEBINAR PLEASE DO NOT RSVP, YOU WILL BE REMOVED UNFORTUNATELY
During this live Zoom class, Isaiah will walk through the trust-administration documents included with the webinar materials. He will explain:
The purpose of each document
What information belongs in each section
Which documents may require state-specific changes
What supporting records may be needed
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