Trustee guide
No loose ends for the trustee.
A trustee needs records, contacts, account lists, instructions, and a clear understanding of the job.
Locate documents
Know where the signed trust, pour-over will, powers of attorney, and account records are stored.
Identify assets
Review titled property, financial accounts, business interests, insurance, and digital assets.
Communicate carefully
Track beneficiaries, deadlines, professional contacts, and required notices.
Keep records
Maintain accounting, distributions, expenses, and professional advice received.