Estate & Trust Compliance Toolkit

Confidence in a Download. Simplicity in Trust Compliance.

This all-in-one toolkit is for tax professionals and estate administrators who want to confidently navigate Form 1041 filings and trust compliance without the overwhelm. Whether you're setting up a basic trust or helping clients track annual activity, this digital download saves time and stress.

What’s Inside:

• Trust Agreement Template (Word Doc / PDF)
  A clean, simple revocable trust template — easy to edit and personalize.
• Annual Trust Accounting Template (Excel Sheet)
  Track income, distributions, and expenses with a plug-and-play spreadsheet designed for fiduciary accuracy.
• 1041 Filing Quick Guide (PDF Cheat Sheet)
  A fast-reference guide that simplifies deadlines, deductions, and IRS compliance must-knows.

Who This Is For:

✔️ Tax Preparers
✔️ Estate Executors & Administrators
✔️ Small Business Owners Creating a Trust
✔️ Anyone preparing or reviewing Form 1041s

Delivery Format:

• 1 editable Word document
• 1 Excel spreadsheet
• 1 printable PDF cheat sheet

Important Download Note 

Your purchase is a PDF file that contains the links for the actual files. If your download appears as a ZIP file, you must extract it before opening.

• Windows: Right-click the ZIP file and select "Extract All..."
• Mac: Simply double-click the ZIP file.
• The original PDF file will appear in a new folder, ready to use!

Can't Find Your Files?

If you don't see the access email in your primary inbox shortly after purchase, please be sure to check your spam or junk folder. Sometimes, automated delivery emails can be filtered there.

If you have any inquiries, please feel free to email our customer service at info@thecurativeresourceco.com. We will respond to all inquiries within 24-48 business hours.

License & Terms:

This digital product is for personal or internal business use only.
Resale, redistribution, or rebranding is prohibited.
Protected under The Tax Curative Institute. All rights reserved.

Be the professional your clients trust with trust compliance.