The First 30 Days as a Successor Trustee
What to do — and what not to do — in the critical first month after you're named trustee. Covers immediate notifications, asset protection, and how to avoid common early mistakes.
8 min readRead guide →
Trustee resources
Know the Course Before You Play It
Plain-language guides for individual trustees navigating the trust administration process — from the first week to the final distribution.
Trust administration is learnable. We'll show you the map.
Most trustees are thrown into the role with little preparation. These resources are designed to give you a clear picture of what the process involves, what your obligations are, and where the complexity tends to pile up — so nothing catches you off guard.
Reading a Trust Document: What Actually Matters
Trust documents are written for attorneys, not trustees. This guide walks you through the sections that govern your day-to-day obligations and the language you need to understand before you act.
10 min readRead guide →
How to Transfer Financial Accounts Out of a Trust
A step-by-step walkthrough of the retitling and transfer process for bank accounts, brokerage accounts, and retirement assets — including what each type of institution typically requires.
12 min readRead guide →
When the Trust Holds Real Property
Real estate in a trust involves appraisals, potential repairs, disclosures, and a sale or transfer process. This guide explains what's involved and how to sequence it alongside the rest of the administration.
9 min readRead guide →
The Trustee's Duty to Keep Records
Trustees have a legal obligation to maintain accurate records and provide accountings to beneficiaries. This guide explains what that means in practice and how to build a paper trail that protects you.
7 min readRead guide →
How to Work with Your Attorney and CPA
Most trustees work with an attorney and a CPA — but coordinating between them, and knowing what to ask each one, can be confusing. This guide explains each professional's role and how to get the most from those relationships.
8 min readRead guide →
Common questions
What trustees ask most
How long does trust administration typically take?
+Do I need an attorney to administer a trust?
+What's the difference between a trustee and a successor trustee?
+Can I be held personally liable as a trustee?
+What does a fixed-fee arrangement mean in practice?
+Have a question not covered here?
Every trust is different. If you're facing a situation you don't see addressed in these resources, I'm happy to talk through it.