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It’s an honor to be entrusted with wrapping up the affairs of a deceased loved one, but it’s also a big task, one you may find stressful and confusing. The Trustee’s Legal Companion shows you exactly how to proceed, keeping in mind the legal, personal and practical aspects of administering a living trust -- all within the terms of the trust and your state's law.
You'll learn exactly how to proceed once you're named as a trustee, including handling paperwork, keeping beneficiaries informed, deciding when and if to call in professionals, and how to work with them once they've been hired. Find out about:
what the job of trustee entails
determining whether or not to take the job
finding and working with legal and tax experts
what to do with assets that should be in the trust but aren't
subtrust funding
managing an ongoing trust
paying debts and taxes
keeping g
