Resources

For every successful business or venture, they will tell you that it was a matter of luck, perseverance, hard work, some smarts, character and sometimes planning. But we would add that it also takes a support team. Very few have accomplished getting to the top of Everest or the South Pole or launching Facebook without a team. Our trustees also attribute our success in fulfilling our obligations of our support teams.

• Professional Associations
• The Professional Affliates

HELPFUL RESOURCES:

• Steps to Becoming a Licensed Professional Fiduciary in California
• Duties of a Trustee