I just became a trustee. What do I do first? If someone has died and you have been named successor trustee of their trust, you may suddenly be responsible for bank accounts, investments, real estate, bills, taxes, personal property, and distributions to beneficiaries. That can be a lot to take on at once. The good news is that you generally do not need to complete the entire trust administration immediately. During the first 90 days, your primary job is to understand the trus

Should you put your California house in a trust or LLC? Compare probate, liability protection, property taxes, mortgages, costs, and estate-planning benefits.

Learn how to close a trust after death, including final accounting, taxes, reserves, beneficiary distributions, releases, account closure, and trustee records.