Trust Maintenance Program Portal

Everything you need to stay up to date—right at your fingertips.

As a valued member of our Trust Maintenance Program, you have access to exclusive tools and resources to help you keep your estate plan current, compliant, and ready when it counts.

This page is your central hub for member-only content. We’ll continue to update it regularly with new recordings, helpful downloads, and timely updates.

Office Hour Recordings

Missed a session or want to revisit the discussion? Watch replays of our most recent Office Hours with Ellen and the Cookman Law team. We answer real questions from members just like you and provide practical insights on keeping your trust in shape.

Member-Only Resources

Downloadable guides, checklists, and templates to help you manage your trust and keep your estate plan aligned with your evolving life and goals.

A couple meeting with an attorney and a small wooden house in the foreground.

Trust Administration Checklist

A couple meeting with an attorney and a small wooden house in the foreground.

Yearly Asset Review Worksheet

A couple meeting with an attorney and a small wooden house in the foreground.

Guide to Updating Beneficiary Designations

Exclusive Member Content

Dig deeper into key estate planning topics with short, members-only videos and valuable resources created by our team. These bite-sized sessions and documents offer timely guidance and answers to questions we hear often during check-ins.

A multi-generational family standing together on a beach.

Resource 1

A multi-generational family standing together on a beach.

Resource 2

A multi-generational family standing together on a beach.

Resource 3

Easily view and manage your estate planning documents, account information, and healthcare records in one secure place.