Named As A Trustee And Wondering What To Do? Here Is A Checklist Of Duties To Get You Started

A hand holds an orange marker, marking checks in a series of boxes on a white paper, as if organizing tasks for LaGrange Estate Planning.

If someone close to you passes away and you receive the information that they had named you as trustee, you may find yourself feeling overwhelmed if you do not know what is needed to fulfill this role and if you have not served as a trustee before. Serving as a trustee isn’t an innate skill …