Your role as a trustee and all that comes with it can be intricate and multi-faceted, not to mention emotional if you were close to the grantor. It’s important to know your duties regarding your loved one’s estate, and any conditions that may surround it.
As a trustee there are many steps that you will need to take to settle the affairs of the estate. Some of these duties could include distributing the assets in the trust, filing taxes, and paying off outstanding debts. Other, more personal duties, could include notifying beneficiaries, notifying the power of attorney for healthcare, and even making funeral arrangements.
While the process may vary depending on the set-up and complexity of the trust, it’s vital to have a law firm on your side to walk you through the steps in a clear and concise manner. Kiselstein Franckowiak Law Group will guide you with expertise and thoroughness, making your job as easy as possible.
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