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Trustee School Office Hours is happening in 26 days
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📢Trustee School is Officially Open 🎉
If you're already here, you found Trustee School while we were still building it. And I'm really glad you did. Trustee School is now officially launching with a much clearer purpose: To help the people who suddenly hear... "I'm the executor." "I'm the trustee." "I'm the health care proxy." "I have Power of Attorney." "...and now what am I supposed to do?" There are now two ways to use Trustee School: ✅ TRUSTEE SCHOOL ESSENTIALS — FREE Essentials is for anyone who has been named to one of these important roles, is helping aging parents, or simply wants to understand what may be expected of them someday. You'll learn what your role means, when your authority begins, what your responsibilities may look like, and what you should know before you're needed. Essentials will remain free. 🔒 TRUSTEE SCHOOL ACTIVE Active is for the moment the responsibility becomes real — or for anyone who wants to prepare more deeply before that day comes. Active includes: → Step-by-step fiduciary roadmaps → Executor: First 30 Days → The complete Trustee Roadmap → Power of Attorney Deep Dive → Medicaid & Money → New York-specific estate resources → Workbooks, checklists and practical guidance → Monthly Trustee School Office Hours with me 🎥 TRUSTEE SCHOOL OFFICE HOURS Active members will also be invited to our monthly live Trustee School Office Hours. This is your opportunity to bring the questions that come up while you're navigating an executor, trustee, Power of Attorney, health care agent, or aging-parent role. We'll talk through general questions like: → What should I be doing next? → What records should I be keeping? → What does this stage of an estate or trust administration usually look like? → When is it time to bring in an attorney, accountant, financial advisor, or other professional? → What questions should I be asking the professionals already helping me? Office Hours are educational rather than individualized legal advice, so we won't use them to analyze private legal matters or confidential documents.
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🎥 TRUSTEE SCHOOL OFFICE HOURS — TOMORROW
Our first Trustee School Office Hours is happening tomorrow, August 20 at 1:30PM! And I’m excited to say Trustee School Active officially has its first Founding Member. 🎉 If you’re already serving as an executor, trustee, agent under a Power of Attorney, or helping navigate an aging parent’s affairs, Office Hours is a place to bring the general questions that come up along the way. Things like: → What should I be doing next? → What records should I be keeping? → What does this stage of an estate or trust administration usually look like? → What should I be asking my attorney, accountant, or financial advisor? → When is something a normal part of the process — and when is it time to get professional help? Trustee School Office Hours is included with Active membership and will be held monthly. If you’ve been thinking about upgrading, Founding Active Membership is still available for: $29/month or $249/year Founding members keep that rate as long as they maintain their membership. Regular pricing after the founding period will be $39/month or $349/year. 🔓 READY TO JOIN ACTIVE? Go to your Skool profile → Settings → Trustee School → Change Plan → select Active. And if Essentials is all you need right now, stay right there. It will remain free. Active is simply there when the responsibility becomes real — or when you decide you want to be better prepared before it does. Check the Calendar for tomorrow’s Office Hours details. I hope to see some of you there!
🎥 TRUSTEE SCHOOL OFFICE HOURS — TOMORROW
WELCOME!
I am so excited that you are here as we get this school launched! Thank you so much for joining! Please introduce yourself and ask your burning questions below. I'll be creating more content to answer your questions as we move forward together. Being a Trustee is an important task. It can be fairly simple in process. I can help you analyze where you are and the next steps you need to take. Please peruse my current course, the Trustee Roadmap. I'll be adding video explanations, but let me know if things are unclear or if you need more details. Looking forward to this journey together!! Lauren
WELCOME!
Accounting 101
How to start working through an accounting of assets and expenses for a trust and/or an estate.
Accounting 101
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Trustee School
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Your shortcut to confident trust and estate management—tools, templates, and support in one place.
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