Preview

Prime logo Prime members: New to Audible?
Get 2 free audiobooks during trial.
Pick 1 audiobook a month from our unmatched collection.
Listen all you want to thousands of included audiobooks, Originals, and podcasts.
Access exclusive sales and deals.
Premium Plus auto-renews for $14.95/mo after 30 days. Cancel anytime.

The Beneficiary Primer

By: Patricia Angus
Narrated by: Edelen McWilliams
Try for $0.00

$14.95/month after 30 days. Cancel anytime.

Buy for $6.95

Buy for $6.95

Pay using card ending in
By confirming your purchase, you agree to Audible's Conditions of Use and Amazon's Privacy Notice. Taxes where applicable.

Publisher's summary

Have you been named as beneficiary of a family trust? Does it feel overwhelming? Are you looking for some practical information to get up to speed fast? Here’s an essential guidebook for you.

Written by an expert who has more than 25 years’ experience working with families to create, administer, and benefit from trusts, this primer is a "go to" resource for anyone who is a beneficiary. The text incorporates a worksheet throughout that can help you organize information, thoughts, and questions, to set you up for a positive, productive experience. Key concepts are distilled to their essential elements. The tone is encouraging and easy to read, while maintaining a sense of the seriousness and importance of the beneficiary's role. Also helpful for anyone setting up a trust as part of an estate plan or for a trustee of a family trust.

©2020 Patricia M. Angus (P)2023 Patricia M. Angus

What listeners say about The Beneficiary Primer

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.