Ready to unravel the mysteries of trust administration?
With this episode of Wills and Trusts for Generations X and Y, your host Christie Asselin, promise to equip you with the knowledge to navigate this complex process.
From understanding trust assets and their correct titling to exploring the pivotal role and responsibilities of a trustee, Christie will be your guide every step of the way. Hear about the five-step process every trustee must undertake, starting with notifying beneficiaries and culminating in the final distribution of assets.
Venturing further into the labyrinth of trust administration in the second half, she sheds light on why engaging an experienced attorney can make all the difference.
Get ready for a deep dive into the duties of a trustee, the role of probate court, and the process of asset distribution. She will arm you with insights on ensuring beneficiaries receive their rightful share of assets and ways to steer clear of potential legal actions. This episode promises to leave you with a comprehensive understanding of trust administration, so tune in and arm yourself with the knowledge to tackle it effectively.
If you are a trustee, trust or estate beneficiary, or want to get started on your own estate planning journey now, I'd love to hear from you. You can call my office at 818-248-2183 to schedule a consultation. Or check out my website where you can even book online 24/7: LawyerCMA.com.