You've never done this before
You're not supposed to know fiduciary law. The role assumes you'll lean on a lawyer; that's how it's designed.
Service · Within Estate & Trust Administration
They named you. We’ll help you do the job.
Being named a successor trustee is an honor, and a serious legal responsibility most people aren’t prepared for. We give you as much or as little support as you need, scoped to fit the trust and your bandwidth.
Who This Is For
Most successor trustees should have a lawyer.
The work isn’t impossible to do alone, but most people just don’t know what they don’t know. Having an attorney in your corner can minimize stress and ensure you’re not liable for avoidable mistakes.
You want to keep liability off your shoulders
A successor trustee can be sued for errors. Working with counsel is the cleanest defense, and an authorized expense of the trust.
You don't want to manage the day-to-day
We can take on as much of the administrative work as you want (accountings, beneficiary communication, the bank calls) leaving you the decisions only you can make.
You're co-trustee with a sibling
Joint trustees create deadlock potential. We help you set protocols up front so it doesn't happen, and mediate if it does.
You're being asked to step in mid-stream
The original trustee resigned, became incapacitated, or passed. We help you accept the role properly and pick up where the previous trustee left off.
Just got the call?
Don’t accept the role formally until we’ve talked. Sometimes the right answer is “no, thank you.”
Book a Call How Support Works
Four phases. Right-sized to the trust.
We tailor the engagement to the size of the trust and the complexity of the family. Some trustees we see weekly. Others, twice a year.
01
Acceptance and orientation
We help you formally accept the role, get the trust documents in your hands, and give you a roadmap of what's ahead.
02
Pick your level of involvement
Some trustees want us to do nearly everything. Others want a coach. We scope the engagement to match: fixed fee or hourly, your choice.
03
Ongoing support
Regular check-ins, beneficiary correspondence, accountings, tax-return coordination, and answers to the questions that come up between meetings.
04
Wind-up or hand-off
When the trust's purpose is finished, we help you distribute, get the releases, and close out properly. If a long-term trust continues, we set you up to run it.
You May Also Need
Related services.
A free consultation. No obligation.
Don't take the role blind.
One call before you accept. Saves a lot of regret later.