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Our Successor Trustee Manual assists trustees of Living Trusts

What is the role of a successor trustee?

Our comprehensive Successor Trustee Manual provides an overview of the role of a Successor Trustee. The manual is important for individuals currently serving as Successor Trustee for a third party as well as for those who have established a living trust and wish to provide guidance to friends or family members named in their plan. It also offers a step-by-step overview of what taking on the role of Successor Trustee requires.

Being a successor trustee is a major responsibility

Stepping into the role of successor trustee is often difficult and overwhelming. The need to actively and appropriately manage trust affairs under potentially emotional or hectic circumstances is often overwhelming.

Our successor manual can be given in advance to individuals named as a successor trustee, as well as to other family members who wish to know how trust management works. The manual gives them the opportunity to learn more about the process of trust administration prior to being called upon to serve.

The Successor Trustee Manual includes many valuable tips

  • Overview of living trusts
  • Checklists
  • Administering the trust after the death of spouses
  • Locating and reviewing important estate planning documents
  • The duties, powers, and liabilities of a Successor Trustee
  • Dealing with income and estate tax issues
  • Terminating a trust

Learn how to purchase the Successor Trustee Manual

  • $195 Standard Rate Single Copy ($150 Fee Per Additional Copy)
  • $95 Discounted Rate Single Copy (when purchased in connection with a trust plan engagement)
  • No charge for FamilyCare members

Request a copy by phoning our office at 800.201.0413 or send an email order. Shipping is included.

Comprehensive guidance is included for many trust administration duties that must be executed upon the grantor’s incapacity or death. While the manual cannot cover every situation and does not completely substitute for the advice and guidance of a trust attorney, it does cover relevant topics and general information regarding trust administration in virtually all states.

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