How to Learn More About Your Job as Trustee

You have been named as the successor trustee on your relative’s trust. You want to do the right thing by your relative and for the trust beneficiaries, but you are out of your comfort zone. Right now, you don’t know the first thing about trust administration or about the specific terms of this trust.

But Soon You Will

The first thing that you need to do is to educate yourself about your duties and about the terms of the trust. There are a number of ways that you can do this, including:

  • Reading a copy of the trust. The trust will give you information about the trust assets and how they should be administered. This will be critical in your implementation of the trust terms.
  • Learning more about your duties as trustee. The free articles and videos on this website can provide you with valuable information about your duties and responsibilities.
  • Meeting with a trust attorney. Your unique questions can be answered and you can be confident that you are doing the right thing when you meet with a lawyer.

Your relative would not have named you as successor trustee if she was not confident in your ability to fulfill this role honestly and completely. You can do this and you can get the help that you need today by following the steps outlined above.

Do you know someone who has recently been named successor trustee of a California trust? Please share this blog post with that person so that he can know what steps they will need to take to find out more about fulfilling his obligations as trustee.


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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