Download our Guide: Duties and Responsibilities of Trustees

If you have been named as a trustee for someone’s trust, you may be wondering what you are supposed to do.

Successor trustees can relax, because you don’t do anything right now.

You will only begin to act when the person becomes unable to manage his or her financial affairs due to incapacity, or when he or she dies.

If you have been named as a trustee, you may already be acting in that capacity.

This guide can help!