Access guides, tutorials, and tips to help you understand estate planning and our services.
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.
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.
Learn the essential tips and best practices for trustees to effectively manage a trust, from maintaining accurate records to ensuring legal compliance and safeguarding trust assets.
Discover the essential role of a trustee, including their key responsibilities, challenges, and the skills required to effectively manage and administer a trust for the benefit of its beneficiaries.
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.
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.
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.
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.
Discover how to make the most of your Trustee Dashboard, from managing tasks and tracking deadlines to customizing your view and accessing key trust information, for a more efficient and organized trust management experience.
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