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Basic Administrative Duties of a Trustee

Basic Administrative Duties of a Trustee is one of two courses devoted to the basic skills and knowledge for understanding subject matter important to a trust professional.​

Recommended Prerequisite: Introduction to Trust Products and Services​

Learning Objectives

This course develops knowledge pertaining to:
  • Wills and the probate process
  • The groundwork of personal trusts
  • The personal trust document
  • Basic trust administration


Those employees who have recently joined the trust department in support positions, non-trust personnel within the bank who work with trust officers and trust clients, as well as employees of service providers to trust companies who want to develop a better understanding of their clients' business needs.

Course Credits

ABA Professional Certifications: 12 CSOP​​​​, CTFA

For group registrations or more information, please contact


 Registration & Pricing


Facilitated Course
ABA Member  • $300
Nonmember • $375
Bill Me Option

Additional fees and taxes may apply.

 Upcoming Dates

  • Nov. 4, 2019
  • Apr. 20, 2020

 Course Advantages

  • Collaborative​ communities
  • Convenience and flexibility
  • ​Expert instructors
  • Interactive discussions
  • Real-world assignments