Fiduciary Responsibilities Simplified

If you serve as a Trustee or Fiduciary, knowing your responsibilities is critical. From managing assets to maintaining transparency, every decision affects your trust’s integrity. T.K.D.A.T. Legacy teaches step-by-step fiduciary management so you operate confidently and lawfully.

Key Takeaways:

• Duties of loyalty, care, and obedience

• Internal ledger and record-keeping

• Risk management and indemnification