Training Call #7 - Organizing Your Trust

24/10/2022 1h 13min
Training Call #7 - Organizing Your Trust

Listen "Training Call #7 - Organizing Your Trust"

Episode Synopsis

Send us a textSee the Video Recording here: https://us02web.zoom.us/rec/play/gj8JL8jWkNHKi8wpYzHbgm74Yw3fnRRNZN7YRGVw5Ul7VPvfy1NNDwhhrbF74WSh1Oh-x1kFKd5IJLe_.8vn_tm3ZCD443DMG?autoplay=true&startTime=1680624296000Access the Live Transcript here: https://otter.ai/u/ltpsf9lslB7G3l0jGE0YmoAXgpI?utm_source=copy_urlPersonal Trust Instructions: https://www.abundancegroup.com/instructionsOutline:-How do you keep your digital files organized?0:02-How to organize your files.6:02-Organize your files into divisions.11:57-Why do you need a trust binder?18:55-File names and spaces.24:41-Cynthia’s question about the table of contents for the business trust.34:17-The folder structure for divisional documents.39:59-What are the operational rules for a decanting?46:30-How do you number the divisions?54:17-Using a numbering system for divisions.1:01:30