Tag Archives: successor trustee

Essentials of Trust Funding

By itself, having a living trust document drafted and notarized will not effectuate the beneficial intentions of your estate plan. The problem is that a living trust will only accomplish your goals if you properly “fund” it. You have to … Continue reading

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Duties of a Successor Trustee

If a decedent had a properly drafted and funded trust, probate  is generally not required. Unlike a will, a trust is a private document and need not be filed with the probate court. Nonetheless, the successor trustee must still take steps to administer … Continue reading

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