Resources for Trust and Estate Professionals

The ACTEC Foundation is committed to improving the trust and estate area of the law through life-long learning. Our trust and estate professional resources and educational materials provide valuable information for lawyers and financial services professionals. Please take the time to review the content we offer, most of it is complementary.

The ACTEC Trust and Estate Talk podcast is a 2018 initiative that discusses the latest trends and issues in trust and estate law. Please subscribe on iTunes, Stitcher, SoundCloud, Spotify or your favorite podcast player.


ACTEC Engagement Letters


Quicken Accounting Template

Lloyd Leva Plaine Distinguished Lecture Series


ACTEC Trust & Estate Talk Podcast

ACTEC Commentaries


Grants for Professionals