Trust Manuals

The wealth management and trust industry is complex, and there are few industries as regulated as ours. Our publications will not only help your institution stay informed and comply with the latest regulations, but they will serve as valuable training tools for your personnel.

To place an order for any of the following textbooks or manuals, use the order online link next to the product pricing or complete and submit a Manuals Order Form.

Trust Policy Manual
The Trust Policy Manual incorporates revisions resulting from new laws and regulations. Considered among the most comprehensive manuals of trust policies available, this publication is utilized nationwide and often recommended by industry regulators. Download in Microsoft Word format to enable company-specific tailoring.
$250 Member / $395 Non-Member — Order Online

Trust Operations and Procedures Manual
This manual is an abundant source of methods, guidelines and approaches to basic functions of trust departments. It addresses areas such as acceptance, administration and closing of accounts, investment supervision, collective investment funds, mineral and real estate properties and accounting, stocks and securities, data processing, accounting and trust records, insurance coverage, accounting controls, audit standards and record retention. In doing so, it takes into account recent legislative and regulatory developments. Download in Microsoft Word format to enable company-specific tailoring.
$250 Member / $395 Non-Member — Order Online

Trust Compliance Checklist
The Trust Compliance Checklist is a concise and easy reference to the requirements for trust department compliance with applicable laws, including Gramm-Leach-Bliley Act, the Sarbanes-Oxley Act, the Patriot Act, the Texas Uniform Prudent Investor Act and the Texas Uniform Principal and Income Act, and more! It should help: establish a uniform system for creating and managing trust departments’ compliance programs; conserve trust department human and financial resources; expedite the exam process, thereby reducing chargeable exam hours; and allow for better communication between the compliance officer and the examiner for ongoing supervision of trust activities. Download in Microsoft Word format to enable company-specific tailoring.
Member $175 / Non-Member $295 — Order Online

UPIA Handbook
The UPIA Handbook is designed to offer quick, practical reference to trustees living with the Texas Uniform Prudent Investor Act and the Texas Uniform Principal and Income Act. The publication offers statutory reference to the language of both Acts along with related commentary by the National Conference of Commissioners on Uniform State Laws (NCCUSL) and the Texas State Bar, respectively. The publication also offers additional implementation considerations for various elements of the Acts as well as reference to policies from the Trust Policy Manual. Download in PDF format to facilitate easy access to desired content. Every trustee needs one!
Member $175 / Nonmember $295 — Order Online

Fiduciary Glossary
Every office needs one of these comprehensive glossaries! It provides an exceptional collection of clearly-worded definitions for over 1500 trust and financial services terms. This handy reference is a must for any personnel new to the trust business and can be a lifesaver for trust veterans brushing up on unique terms. It also is a great idea for commercial banking partners or industry service providers who can benefit from a better understanding of trust terms. So affordable, you can purchase multiple copies. Order today!
Member $30 / Nonmember $50 — Order Online

For more information, email Chelsea Brown or call 512-472-7391