Serving as trustee?
Planning your estate?
You've come to the right place.
The Trustee Handbook exists to make the role of trustee — and the world of estate planning — easier to understand.
Whether you’re stepping into the role for the first time, exploring how to put your own estate plan in place, or deepening your professional expertise, our goal is the same: give you clear, reliable, and practical information you can trust.
Who We Are
The Trustee Handbook is created and maintained by experienced trust and estate planning lawyers and professionals.
While we don’t provide legal services here, we draw on our professional background to ensure the information you see is accurate, up-to-date, and grounded in real-world practice.
Our Mission is Simple
We're here to help trustees and estate planners feel prepared, informed, and confident in navigating one of life’s most important responsibilities.
What You'll Find Here
Step-by-step explanations of trustee duties and processes
Articles that walk you through each stage of serving as a trustee, from start to finish.
Insights for both individuals and professionals
Information tailored to help both everyday trustees and those working in the field.
Breakdowns of simple and complex estate planning concepts
Plain-language breakdowns of key legal tools so you can understand how they work and when they’re used.
Explanations of common pitfalls and how to avoid them
Warnings about frequent errors that can derail a trust or estate plan, and how to sidestep them.
Tips, checklists, forms, and examples you can use in real-world situations
Practical resources you can apply immediately to stay organized and avoid mistakes.
Answers to frequently asked questions about trusts and estates
Quick, reliable responses to the most common concerns and uncertainties.