All Articles

Explore expert tips, best practices, and insights in our articles to confidently navigate account management.

What to Do When a Trustee Dies: Navigating Trust Administration

This guide outlines the essential steps and legal considerations to navigate trust administration when a trustee passes away, helping you ensure a smooth transition and protect the interests of all beneficiaries.

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‍Buying or Selling a Home: Impact on Your Trust and What to Do‍

This guide explains the impact of buying or selling property within a trust, offering essential insights on appraisal, tax considerations, fiduciary duties, and the necessary steps to ensure smooth trust management and estate planning.

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Updating Your Trust: A Comprehensive Guide

This comprehensive guide covers the key steps and considerations for updating your living trust, ensuring it evolves with your life changes and continues to serve your estate planning needs effectively.

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Recording a Deed: Transferring Property to Your Trust

This article walks you through the essential steps of recording a deed to transfer property to your trust, ensuring a smooth and legally binding process.

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Notifying Your Trustee Team

This guide outlines the essential steps for notifying your trustee team, including successor trustees, beneficiaries, and power of attorney agents, to ensure smooth communication and effective execution of your estate plan.

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Glossary of Common Trustee and Estate Terms

This glossary provides clear definitions of key trustee and estate terms to help demystify the complex legal and financial language often encountered in trust and estate management.

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