Are you named as a Successor Trustee of a Trust?

I have been named Trustee – now what?

Have you been named as Trustee of a loved one’s trust or perhaps the Personal Representative?  Do you know what to do or where to turn?  Administration of a trust or an estate after a death is a sobering responsibility.  The immediate duties of a trustee include reading, interpreting and following the decedent’s trust and related documents.  You also need to locate and inventory trust assets and liabilities, and know how such assets are titled.  You need to safeguard all assets, including non-cash assets such as vehicles, real property and personal property.  You will also need to pay loans associated with the personal property.  These are just a few of the obligations that you have as successor trustee, and you need to become familiar with your responsibilities.

The attorneys and staff at Pittman Law Office are experienced and committed to assist the successor trustee in every step of the administration of the trust. Contact us at 352.399.6944 so we can start helping you today.