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What to Know if You're Asked to Be a Trustee
If 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...
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- 3 min
Should 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...
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- 4 min
Really Consider Whether You Should Be Trustee
Being 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...
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- 5 min
Consider the Duties Involved Before Agreeing to Serve as Trustee—Part 2
In 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...
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- 4 min
Consider the Duties Involved Before Agreeing to Serve as Trustee—Part 1
If 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...
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- 2 min
A Checklist for New Trustees
It’s no misnomer that a position with so much responsibility carries the name “trustee”. After all, you have been entrusted with a solemn...
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- 2 min
Your Responsibilities If You're Named Trustee
Many 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...
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