Serving as the trustee of a living trust after someone has died can be a big task. This book shows trustees how to get organized, get moving, and do a good job.

Living trusts are popular estate planning tools, but when you’re chosen to serve as a trustee, you might wonder where to begin. Trustee’s Legal Companion has everything you need to get organized, get started, and get the job done.

You’ll learn how to:

• decide whether to take on the job of trustee


• set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs


• invest trust assets


• get help from lawyers, financial planners, and other experts


• handle taxes and prepare accountings, and


• work effectively with beneficiaries and distribute trust property.

The authors—attorneys who have helped many a bewildered trustee—show you, step by step, how to administer a living trust with confidence.