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If you’re taking over as trustee of a deceased person’s living trust, you are not expected to get to work the day your loved one dies. Luckily, most trust and estate tasks are not emergencies and can wait a while so that family members can grieve and make decisions about things like memorial services. But within a month or so, you need to begin to collect information, bills, and documents and to organize a filing system, so that you can ultimately hand over property to the trust beneficiaries.

Read More »If You’re a Trustee: What to Expect in the First Six Months