Trust Toolkit: How Can We Improve?

Thank you for using our Trust Toolkit for Professionals.

Please use this form to share your thoughts, ideas, and stories around the toolkit.

We will review your ideas quarterly to identify resources to create and update.

Questions? Contact the Center for Future Planning at futureplanning@thearc.org.

*1.What part of this toolkit do you want to provide feedback on?(Required.)

The whole toolkit

Chapter 1 - Communicating with Beneficiaries

Chapter 2 - Reviewing Decision-Making Ability and Status

Chapter 3 - Evaluating Needed Services and Supports

Chapter 4 - Creating a Budget

2.What resource do you want to provide feedback on?

3.Please share your feedback below.

*4.Has the toolkit helped improve your trust knowledge or practice?(Required.)

Yes

*5.Have you or do you plan to use any resources provided in your work?(Required.)

Yes

6.Are there tools or resources that should be added to the toolkit?
This could be existing tools or new tools you think we should create.

7.Can we contact you about your feedback?
If so, please share your information below.

Name

State/Province

Email Address

Phone Number

8.We periodically search for storytellers to share their experiences with other professionals.
Would you be willing share your experiences with other professionals?

Yes

9.What is your role in the trust industry?

Individual Trustee

Trust Manager

Trust Administrator

Attorney

Disability Professional

Other (please specify)

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