The first step to serving as a trustee: be informed

The first step to serving as a trustee: be informed

If someone has passed away and named you as their successor trustee, congratulations may or may not be in order.
Considering that the grantor picked you above everyone else to handle the settlement of their estate, it is very much an honor. However, serving as a trustee can also be a thankless job. If there are complications, it could prematurely age you with stress and steal the precious time…

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