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Choose one of our experienced estate planning attorneys as trustee or executor to alleviate the burden on your loved ones

Individuals and families often engage our trust and probate attorneys to act as trustee or executor. Hiring an attorney to serve as trustee or executor can help prevent costly errors, alleviates the burden from being placed on a loved one, and ensures a legal professional carries out necessary steps. In some cases, an individual names an attorney to serve these roles far in advance during their planning process. In other cases, our attorneys are retained when a named trustee or executor is unable or unavailable to serve.

Designating the responsibility of trustee or executor takes experience and planning.

Individuals or entities serving as trustee or executor have fiduciary responsibilities. Those who serve in these roles could be held personally responsible for errors or negligence. Undue delay, unfamiliarity with legal requirements, and carelessness could cause legal consequences for trustees and executors and may contribute to trust and estate administration delays and costs.

Aside from the legal benefits of choosing an attorney as trustee (or successor trustee) or executor, this planning move prevents issues of favoritism or negative sentiments from surfacing between surviving family members who may feel disappointed a relative was named instead of themselves. Choosing an attorney also ensures that surviving family members won’t face the unpleasant administrative obligations in the wake of a loved one’s death. This time could instead focus on grieving, honoring the decedent, rebuilding family life, and personal responsibilities.

Our attorneys also provide counsel to trustees and executors as they fulfill their duties. We assist with North Carolina, Florida, Tennessee, and New York trusts and estates.

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