Acting as a Professional Trustee

Can any one point me in the right direction for any courses or literature relating to acting as a professional trustee, I have looked at STEP and have undertaken the relevant courses but there are none specifically devoted to this matter.

I also wonder if anyone could assist with the starting points of who could assist preparing the initial protocol paperwork for the firm in this respect of offering the service ie relevant clauses for the protection of all parties.

I doubt that there is any published work identifying what a professional trustee needs to do.

However, on the basis that a professional trustee must have indemnity insurance, perhaps a starting point might be to contact some insurers to identify their requirements.

Paul Saunders FCIB TEP

Independent Trust Consultant

Providing support and advice to fellow professionals