Executors Trustee Duties Checklist
In this informative and clearly presented video, Fredrick P. Niemann, Esq., a New Jersey Elder Law Attorney, gives you a checklist Attorney Joel Beck shares helpful information to assist in helping you identify who to choose as an executor, trustee or guardian Guide To Choosing The Right Trustee For Your Living Trust In Minnesota, when you are putting together a special needs trust as part of your estate plan, one of the biggest decisions you'll be Trustee Duties Checklist · Examine the Terms of The Trust · Account for All Assets · Fiduciary Duty · Keep Thorough Records · Communicate with Beneficiaries. Common duties and responsibilities of a Trustee include: Managing Trust Assets: One of the primary duties of a Trustee is managing the trust's assets. ...