You've just been named trustee. Here's where to start.
Being named trustee often comes at one of the hardest moments of your life. The grief is real — and so is the responsibility.
Nearly 30 years of trust administration — distilled into your most important first steps.
Work through what's most time-sensitive first and build from there.
Successor Trustee's First 30 Days Checklist
The step-by-step guide to your most critical first tasks — so nothing important falls through the cracks.
Private. No spam. Just practical guidance.