Do you know what you’re supposed to do when a family member dies and names you their executor or trustee? There are so many tasks and responsibilities to take care of, you definitely need to talk to an attorney to make sure you don’t miss any steps. We find that there are some common mistakes trustees and executors make that can have very serious consequences. But, with a little education they can be avoided. In case you didn’t know, it is almost always harder (read “more expensive”) to clean up after a mistake than doing it right in the first place!
Watch this short video as we discuss some of our favorite “dos and don’ts” for executors and trustees.
No matter what your circumstances are, the Absolute Trust Counsel team is here to help you in any way that we can. Please, stay safe and stay healthy. If you’d like to schedule a free consultation with Kirsten Howe, begin by booking a discovery call on our website at www.AbsoluteTrustCounsel.com/Scheduling or by calling 925.943.2740. We look forward to talking to you.