Free Trustee Manual Seminar

Successor Trustee Manual

Will Your Successor Trustees Know What to Do When You are Gone?

If you’ve named your children, relatives, or friends as your successor trustees when you pass away (or are disabled), can you answer these questions for them:

  • What will be required of your trustees when they have to act?
  • What do the beneficiaries of your trust expect of them?
  • What should the trustees expect of the beneficiaries?
  • What does the IRS expect?

Furthermore, How Do Your Successor Trustees…

  • Resolve disputes?
  • Pay your debts and distribute your assets properly?
  • Access your funds?
  • Defend against contests?
  • Prove their authority as trustees?
  • Avoid claims of self-dealing and conflict of interest?
  • Deal with your creditors?
  • Receive compensation and reimbursement for expenses?
  • Know the value of your assets?
  • Set up proper accounting procedures?
  • Avoid the pitfalls and inadvertent mistakes that could lead to personal liability?

Find out all this and more at Leigh’s FREE Trustee Manual Seminar! She will also brief your Successor Trustees on how living trusts work and discuss her “Successor Trustee Handbook“!

March 21, 2018 at 10:00 a.m. at Aubrey Area Library
226 Countryside Dr
Aubrey, TX 76227
March 27, 2018 at 9:30 a.m. at the Egg & I
1800 S Loop 288
Denton, TX 76205

Please join us!

Trustee Manual Seminar

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Leigh Hilton is an ACCREDITED ESTATE PLANNER® based in Denton and serving the DFW Metroplex. Areas of practice include:
Wills, Trusts & Estates | Elder Law | Probate Law | Estate Planning