Choosing a trustee is one of the most important decisions in your estate plan. This person or institution controls how your assets are managed and distributed. The right choice can protect your family and reduce conflict. The wrong one can create delays, disputes and...
Trust Administration
Trust Administration Basics
The process of collecting, managing and distributing trust assets is referred to as trust administration. The trust administration process can be complicated and relies on the trustee to complete several tasks. The trustee is responsible for carrying out all duties...