21 Trustee Responsibilities

What you're actually on the hook for once you accept the role — before you're already in it.

More people are named as trustees than realize what the role actually requires—often discovering the weight of those responsibilities during an already difficult time.
This free guide breaks down the 21 key responsibilities of a trustee in plain English, from accepting the role through final distribution.

• The first six steps to take after becoming trustee

• How to avoid common—and potentially costly—trustee mistakes

• What’s involved in a formal trust accounting

• When to bring in a real estate professional—and why timing matters