Serving as the trustee of a living trust after someone has died can be a big task. This book shows trustees how to get organized, get moving, and do a good job.
Living trusts are popular estate planning tools, but when you’re chosen to serve as a trustee, you might wonder where to begin. The Trustee’s Legal Companion has everything you need to get organized, get started, and get the job done. You’ll learn how to:
- decide whether to take on the job of trustee
- set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs
- invest trust assets
- get help from lawyers, financial planners, and other experts
- handle taxes and prepare accountings, and
- work effectively with beneficiaries and distribute trust property.
The author–an attorney who has helped many a bewildered trustee–shows you, step by step, how to administer a living trust with confidence.
Author: Liza Hanks,Carol Elias Zolla
Binding Type: Paperback
Publisher: NOLO
Published: 01/27/2026
Pages: 416
ISBN: 9781413333152
Language: English
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