Becoming a Trustee arrives in a moment.
When you are named as a Trustee, a guide can help you gain a better understanding of your new role when you are asked to step in. Trust Guardians can guide you.
Will teach you the basic guidelines of being the family trustee.
What will happen to the young kids, or even grown kids still acting like the hair-pulling siblings they once were. By making them co-trustees you could send them into court much more quickly.
Some of the biggest fights in estate litigation start over the personal property. The early reactions of grief can lead to people grasping for something to hold onto, whether it is sentimental or monetary value.
Find out how to distribute family heirlooms.
A business payroll does not stop and some business decisions must be made, such as naming a replacement manager very soon. Any conflict is damaging the value of the business.
When the unthinkable happens to you or a loved one will you have time to grieve? Having a Trust can be the difference in you family having that time or stuck picking up/fighting over the pieces.
HAVING THE TALK WITH YOUR AGENT.
FINDING ASSETS- Assets include anything of value. In most estates this includes real property, investment accounts, bank accounts, Certificate of Deposits, stocks, bonds, coins, partnership interests, business holdings, collectibles, notes payable and unclaimed property in states where the decedent lived. Don't send your loved one on a treasure hunt. Keep your files on assets current!
When It's Time To Look for A Neutral.
If you have learned enough to know being the family trustee is not for you, Trust Guardians can help you evaluate and even to connect with licensed professional fiduciaries who can help your family navigate through the trust closing.
We curate the experience of professional fiduciaries to help educate family trustees as they step into the role as an "Instant Trustee". Our resources and education courses can help you make a better future for their family.
Hours in the field
Unbiased
Licensing requirements and state laws
Dollars managed
Mark Shaw
This course will help you learn the ropes.
Mande De Rome
You can learn a lot about where to draw the line from this course.
David B. Pastor
Communication with trust beneficiaries is an important skill of any trustee.
Francesca Vogel
These courses helped my family
Let Trust Guardians help
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loren@acefiduciary.com
(925) 906-1882