Three Reasons to Call a Lawyer If You Are an Experienced Trustee

You’ve done this before. You have served as a trustee for a trust created by someone else. Maybe you were named as a trustee when your parent, aunt, or uncle died. Now, you have been named as a successor trustee again after another relative or friend has died. Even if you didn’t get legal help last time, there are some reasons why you might want to contact a trust and estate lawyer this time.

Possible Benefits of Contacting a Lawyer

As you decide how best to perform your duties as a trustee, it is important to consider how contacting a lawyer can help you:

  • Save time. There are deadlines that must be met and paperwork that must be completed. A lawyer can help you with these tasks so that they do not take away from your job, family, or other obligations.
  • Prevent stress. You will not have to wonder whether you are making the right decisions as trustee if you are working with a lawyer. Your attorney can provide you with all of the information that you need so that you can be confident in the decisions that you make.
  • Avoid mistakes. If you make a mistake as a trustee then you may be involved in litigation or other legal problems that can be time consuming, stressful, and expensive. A lawyer can help prevent this from happening.

Want to Know More Before Calling an Attorney?

You have a big responsibility. Please browse our related links and request our free DVD, Understanding the Revocable Living Trust in Language That Anyone Can Understand in 8 Minutes. Of course, you are also always welcome to contact us directly via this website if you would like to schedule a meeting.

 

James F. Roberts
Founder and owner of the Law Office of James F. Roberts and Associates, a premiere estate planning law firm
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