Trusted legal resources and services for trustees, executors, and estate professionals — guidance, templates, and expert referrals to manage fiduciary duties.
"A practical trust administration checklist for successor trustees, from securing assets and notifying beneficiaries to taxes, distributions, and closure."
A practical guide to finding a trust attorney, comparing firms, asking the right questions, and spotting red flags before you hire.
A practical yearly guide to preparing a trustee annual report, including what to include, when to send it, and how to improve it over time.
A clear comparison of trustee and power of attorney authority before incapacity, during life, and after death.
A practical guide to reviewing trust debts, handling creditor claims, and deciding when a trustee should hold reserves before distributions.
A practical comparison of how trustee duties, recordkeeping, taxes, and beneficiary communications differ in revocable and irrevocable trusts.
A practical checklist for opening a trust bank account, including documents, EIN questions, and the delays trustees can avoid.
A practical trustee recordkeeping checklist covering the documents, notes, and backup files to keep from day one of trust administration.
A practical first 90 days checklist for successor trustees handling trust administration after death.
A practical annual guide to trust tax returns, Form 1041 issues, deadlines, recordkeeping, and when a trustee should hire a CPA.
A practical guide to trustee liability, common breach risks, surcharge exposure, and the habits that help reduce personal exposure.
A practical guide to trustee removal, covering common grounds, evidence, court process, and how to manage the transition afterward.
A practical trustee resignation guide covering notice, timing, successor transition, and a clean handover checklist.
A practical guide to when a trustee can sell trust property without beneficiary approval and what triggers disputes or liability.
A practical guide to when trustees can make interim or final distributions without creating avoidable liability.
A practical guide to trust accounting records, reporting cadence, and the review points trustees should use to stay organized year-round.
A practical guide to co-trustee deadlock, unequal participation, and the best next steps for resolving disputes and reducing fiduciary risk.
A practical guide to when a trustee can also be a beneficiary, where conflicts arise, and how to reduce risk through better administration.
A practical guide to what notices trustees commonly send, when they are triggered, and how to document delivery and reduce disputes.
A practical guide to what beneficiaries can usually receive from a trustee, including notices, trust accountings, records, and distributions.