This episode was requested by our front office team, because it's one of the most common questions we get at Obenauf Law Group. What is a Trustee supposed to do? In this episode, Meg walks listeners through what to do when you've been told you're the trustee of someone's trust and that person has passed away. We break down the first critical steps trustees must take, the documents needed, the responsibilities involved, and the overall process from start to finish.
Whether you've been prepared for the role or blindsided by it, this episode provides a clear, compassionate roadmap to help you understand your duties, stay compliant, and protect both the assets and the beneficiaries.
In this episode, you will hear:
Resources from this Episode
Our Website - https://obenauflawgroup.com/
Our Office Number: 808 244 3905
Email: info@obenauflawgroup.com
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Episode Credits
If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.
