The Successor Trustee Handbook
A Plain-English Guide for Successor Trustees of Revocable Living Trusts
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The Successor Trustee Handbook
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Gesprochen von:
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Jeff Moon
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Von:
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Patrick Herring
The Successor Trustee Handbook is a practical, plain-English guide for people who have been named as successor trustee of a revocable living trust and need to understand what to do next. Whether the role begins during a loved one’s incapacity or after death, this book helps listeners approach the job with a clearer plan, stronger organization, and more confidence.
Serving as successor trustee can feel overwhelming fast. Bills still need attention. Property has to be protected. Family members want answers. Financial institutions want paperwork. This book breaks the process down into manageable steps and explains the trustee’s responsibilities in a way that is easy to follow without sounding like a legal textbook.
Inside, listeners will learn how to read the trust, gather key documents, identify and organize assets, manage property, handle expenses, communicate with beneficiaries, work through taxes, plan distributions, and recognize when professional help may be needed. The book also addresses real-world complications such as underfunded trusts, family conflict, continuing trusts for younger beneficiaries, and other special situations that can make trust administration more complicated.
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