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What to Do When a Trustee Dies: Steps to Take

Woman with flowers near grave. When a trustee dies.

The death of a trustee can be a difficult and overwhelming experience, especially if you were close to them. However, it’s important to take the necessary steps to ensure that the wishes spelled out in the trust are carried out and the trust is managed properly. Here’s what you need to know about what to […]

How to Handle a Trustee with Dementia: A Comprehensive Guide

Photo of older lady who is a trustee with dementia

Dealing with a trustee with dementia can be difficult to know how to handle the situation. As their cognitive abilities decline, they may struggle to manage their finances and make important decisions. This guide offers practical advice on how to navigate this challenging situation with empathy and understanding. Understand the Symptoms of Dementia. Before you […]

Will Personal Representative vs Trustee: Understanding the Differences

Man on laptop researching difference between will personal representative vs trustee

When it comes to estate planning, two important roles often come into play: the personal representative and the trustee. While these terms may sound similar, they hold distinct responsibilities and functions within the legal framework. Understanding the key differences between a will personal representative vs trustee is crucial for anyone involved in the estate planning […]

Can a Beneficiary Be Trustee? Understanding the Rules

Young lady drinking coffee. Can a beneficiary be trustee?

If you’re setting up a trust or if a loved one died with a trust, you may be wondering “Can a beneficiary be trustee?” The answer is yes. But there are some important rules and considerations to keep in mind. In this article, we’ll explore the pros and cons of having a beneficiary serve as […]

Can A Trustee Remove a Beneficiary From A Trust?

Photo of someone signing documents. Can a trustee remove a beneficiary from a Trust?

A trustee of a trust has powers listed in the trust document, and as specified by state law. They are in control of trust assets, and ultimately are charged with distributing money and property to the trust beneficiaries. But can a trustee remove a beneficiary from a trust? Keep reading to find out more about when […]

How a Trustee Can Be Removed From a Trust

Image of hand flicking a man out a door. How a trustee can be removed.

A trustee can be removed from a trust for any number of reasons. In some cases, it may be necessary to change the terms of the trust or even to halt operations until a new trustee is appointed. This guide will explain how a trustee can be removed and the steps involved in doing so. […]