When a loved one passes away the successors need to carry out the terms of the trust. This is true when the first spouse passes away and the survivor needs to manage the trust. It is also true when a successor trustee has take over administration. Legal notices have to be served without delay.
Assets need to be marshalled and titled correctly. Accountings need to be provided to beneficiaries. A successor trustee needs some basic legal guidance to carry out the trust and ultimately distribute to the beneficiaries.
Protect your loved ones and secure your future with an Estate Plan.
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