Trusts · 40 min
Retention and the Trust dashboard
How /trust and /trust-bank work — and what they are not.
Member access · outline published
- Trust Bank is a member vault, not a bank, not a financial institution
- List, status, upload, and download on the Trust dashboard
- Included with membership — not a separate depository product
- Confidentiality: no attorney-client privilege with SLG
- Do not upload materials a member would only share under privilege unless they have retained counsel
Coming / member access
The live walkthrough, worksheets, and recorded desk session sit behind this track’s $49.50/year enrollment — plus an active membership. Membership does not include training. Other tracks are separate $49.50/year fees.