A plain-English library for trustees - free while it's in beta

You've been made trustee of your parent's trust. Nobody handed you the instructions.

The Confident Trustee is here to fix that - at least the tax part. We go over things like the trust tax return, distributions, and keeping a reserve, just to name a few - all in plain English.

It's free right now while it's in beta. We'd love you to test it out and tell us what you think.

You don't have to read the whole library - start with the one chapter you need.

Free now, while it's still being built - no card, no catch. It won't stay free forever, and you'll get plenty of notice before anything changes.

A library, not a course you have to finish

The Confident Trustee walks through the tax side of the job - the trust tax return, distributions, keeping a reserve, and plenty more - in short chapters, none longer than it takes to drink a cup of coffee. Pick what you need, when you need it, and read it in the order your questions arrive - at 11pm or 6am, doesn't matter.

Pick what you need, when you need it

The whole journey, in six short books

Thirty-plus plain-English chapters, grouped so you can jump straight to where you are - from the very first day to the final cup of coffee. New ones land every week.

Book One
What Do I Do First?
·Trust or estate - which is it?
·Where your authority as trustee comes from
·Death and fraud
Book Two
Getting Set Up
·How to get your EIN
·Telling the IRS you're the trustee - Form 56
·Don't close the family checking account
Book Three
The Long Middle
·Selling the family home
·Trustee fees - can I pay myself?
·Trust accounting - the duty to account
Book Four
The First Tax Season
·The 1041, in plain English
·What's a K-1, and who gets one?
·Trust tax brackets - and why they're harsh
Book Five
The Home Stretch
·Keeping a reserve before you distribute
·The final distribution
·Document retention - what to keep
Book Six
Done
·Our final cup of coffee - the trust is closed
Here's the deal while it's in beta
Free, the whole library

While it's in beta - no card, no catch.

New chapters every week

You're seeing it take shape as it grows.

Plain English, and short

No jargon, and no chapter longer than a cup of coffee.

One ask back

Tell us what helps and what's missing.

If you've just been made trustee of a parent's trust and you're not a tax person, you're exactly who this is for.

This isn't your field, and it doesn't need to be. We'll take it one short chapter at a time - whenever the questions show up.

We'd love to have you in on the ground floor.

Enter your email and we'll set you up on the course platform - free for the whole beta.

We'll email your login and check in now and then while you're testing - you can opt out of those emails anytime. Access stays free for as long as beta runs; we don't know yet how long that'll be, and you'll get plenty of notice before it changes.

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