Instructions for your successor trustee

Do you need Instructions for Your Successor Trustee?

Instructions to your successor trustee (the person or entity that takes over management of the trust after your death) are also included in most estate plans. Your successor has a very important job and should be someone you can trust and who is capable of keeping accurate records, meeting legal deadlines, and handing complex financial issues.

Why Include Instructions?

Including instructions helps the successor trustee honor your wishes. Some common instructions include:

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