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Equip yourself, or the people who have agreed to be trustees for your estate, with the tools needed to do the job right.
Equip yourself, or the people who have agreed to be trustees for your estate, with the tools needed to do the job right.
Equip yourself, or the people who have agreed to be trustees for your estate, with the tools needed to do the job right.
Most people do not understand what, exactly, is required of them. Asking friends and family and Googling “how to manage a trust” can only get you so far–and if you forego outside assistance entirely, it could lead to breaches of trust and legal disputes.
Do you know:
We can help you find answers and enjoy greater peace of mind.
Goff Legal understands how confusing trust management can be, especially when you don’t have previous experience. Our experienced, trusted attorneys have created a guide to taking over trust management as a successor trustee.
We’ll help you understand your rights and obligations as trustee, the basic “dos” and “don’ts” of trust management, how to seek efficient professional assistance and where to begin.
We’ll walk you through the basics, such as what it means to be a trustee, the documents you’ll need before you head to the bank and why it’s important to seek outside assistance.
Learn about your rights and obligations as successor trustee, including how to avoid disputes through good communication, your notification and management obligations and how to collect accounts in a timely manner.
If you decide to seek professional help, this manual provides a roadmap to helpful professionals–plus simple tips to make sure they’re managing the trust effectively.
Most beneficiary/trustee disputes occur when there’s been a lack of communication. This manual will help you avoid breaching your trust obligations, including when and how to notify your trustees, how to manage the trust efficiently and what to do when a dispute arises.
Few people realize that the death of their spouse can create new trust obligations: they may have to fund a bypass trust, create a new trust instrument, file tax returns and more. The manual helps new trustees understand what to expect from the process, and where to get help
when necessary.
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