The process of administering a Trust varies depending on the terms of the Trust. However, generally, all Trustees are responsible for the following:
We can help you understand your responsibilities as Trustee. We can also help you to efficiently administer the Trust by working closely with you and other Trust advisors, including your financial advisor, accountant, and other trusted advisors.
10/26/17: I Don't Even Know Where to Start! A Survival Guide for Successor Trustees, Agents, and Executors
I Don't Even Know Where to Start! A Survival Guide for Successor Trustees, Agents, and Executors
11/9/17: Plan Your Estate or the State Will!
Plan Your Estate or the State Will!
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