The Successor Trustee's Job

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Most people don’t have any idea how to proceed when they find themselves in the role of successor trustee of a living trust. And why would they? It’s not something most of us will ever do more than once.

The good news is that if you’re in charge of wrapping up a typical probate-avoidance living trust, your duties may be quite simple. You may need only use your authority as trustee to transfer a few assets to the people who inherit them. Still, whenever you’re handling someone else’s money—which you are if you’re a trustee or an executor—you must be very careful to follow the law. If you don’t, you could be liable for any losses you cause. That’s why most successor trustees can benefit from a quick talk with an experienced lawyer.

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By clicking "Find a Lawyer", you agree to the Martindale-Nolo Texting Terms. Martindale-Nolo and up to 5 participating attorneys may contact you on the number you provided for marketing purposes, discuss available services, etc. Messages may be sent using pre-recorded messages, auto-dialer or other automated technology. You are not required to provide consent as a condition of service. Attorneys have the option, but are not required, to send text messages to you. You will receive up to 2 messages per week from Martindale-Nolo. Frequency from attorney may vary. Message and data rates may apply. Your number will be held in accordance with our Privacy Policy.

You should not send any sensitive or confidential information through this site. Any information sent through this site does not create an attorney-client relationship and may not be treated as privileged or confidential. The lawyer or law firm you are contacting is not required to, and may choose not to, accept you as a client. The Internet is not necessarily secure and emails sent through this site could be intercepted or read by third parties.

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