2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

Trustee and Executor Dos and Don’ts

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.

https://youtu.be/tpkbSzaMLKk

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.

[Ad] Calling all neighbors in the Walnut Creek area and beyond! At Absolute Trust Counsel, we understand how unique the needs of your family can be. When it comes to planning for your family’s legacy, there is no one-size-fits-all approach. Schedule a free discovery call,and let’s talk about how we can help build the right plan for your family’s circumstances. Or, if you have a question about the content in this blog, please feel free to get in touch with us by calling 925.943.2740 or sending an email to Info@AbsoluteTrustCounsel.com.

Looking for more resources? Absolute Trust Counsel has a library of free articles, checklists, and guidebooks to address the most common estate planning questions in easy-to-understand language. Explore those listed below, or for more, visit https://absolutetrustcounsel.com/resources.

 
2890 N. Main Street, Suite 206
Walnut Creek, CA 94597

925.943.2740

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