3 minBefore You Agree to Be a Trustee, Read This!Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant...
3 minWhat to Know if You're Asked to Be a TrusteeIf a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big...
3 minShould You Agree to Serve as Trustee?Being asked by a loved one to serve as trustee for their trust upon their death can be quite an honor, but it’s also a major...
4 minReally Consider Whether You Should Be TrusteeBeing asked by a family member or close friend to serve as trustee for their trust upon their death can be an incredible honor. At the...
5 minConsider the Duties Involved Before Agreeing to Serve as Trustee—Part 2In the first part of this series, I began explaining the powers and duties that come with serving as trustee. Here in part two, I discuss...
4 minConsider the Duties Involved Before Agreeing to Serve as Trustee—Part 1If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they...
2 minA Checklist for New TrusteesIt’s no misnomer that a position with so much responsibility carries the name “trustee”. After all, you have been entrusted with a solemn...
2 minYour Responsibilities If You're Named TrusteeMany of you who have been asked by a family member or close friend to serve as the trustee of a trust are honored that the trust owner...
