Q: My dad named me as the successor trustee of his trust; do you have a bullet-point summary of what my trustee duties will be after his death?

by | Oct 4, 2023 | Q&A, Trust And Estate Administration |

A: 1. Protect and preserve the trust assets

2. Follow the terms of the trust

3. Act fairly and always with the beneficiaries’ best interests in mind

4. Keep great records and communicate regularly with the beneficiaries

5. Distribute the assets!