The Trustee’s Legal Companion

You're the trustee. Now what?

Learn the ins and outs of being a trustee with this guide to the complex tasks that face every trust administrator. Get crucial legal information to help you:
• understand what the job of trustee entails
• find and work with legal and tax experts
• keep good records and avoid challenges to your actions

Don’t worry about sounding professional. Sound like you. There are over 1.5 billion websites out there, but your story is what’s going to separate this one from the rest. If you read the words back and don’t hear your own voice in your head, that’s a good sign you still have more work to do.

Be clear, be confident and don’t overthink it. The beauty of your story is that it’s going to continue to evolve and your site can evolve with it. Your goal should be to make it feel right for right now. Later will take care of itself. It always does.

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Every California’s Guide to Estate Planning