Trustee and Executor Dos and Don'ts - Absolute Trust Talk

Описание: Do you know what you’re supposed to do when a family member dies and names you their executor or trustee? There are so many tasks and responsibilities to take care of, you definitely need to talk to an attorney to make sure you don’t miss any steps. We find that there are some common mistakes trustees and executors make that can have very serious consequences. But, with a little education they can be avoided. In case you didn’t know, it is almost always harder (read “more expensive”) to clean up after a mistake than doing it right in the first place! https://absolutetrustcounsel.com/044-...

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Your Trust Administration Guide:
The job of a trustee isn’t as easy as one may think. You must give legal notices, retitle assets, file tax returns, understand a legal document, and perform a variety of tasks most people find unfamiliar. As a trustee, if you forget a step or make a mistake, you could be held liable. Protect yourself, have a plan, and find out the next steps about your specific trust. Schedule a one-hour roadmapping session with Absolute Trust Counsel. We will review your trust, answer your questions and develop an action plan to get the job done right. https://absolutetrustcounsel.com/trus...

Kirsten Howe and the Absolute Trust Counsel Team Can Be Reached at 925-943-2740 or [email protected].

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