Fiduciary Handbook

When a loved one passes there are many things that need to be addressed: contacting friends and family, making memorial service arrangements, writing an obituary, paying bills and much more. If someone has named you as executor or trustee, there are also legal responsibilities to address. Being chosen for these roles may initially seem like an honor, but in no time, you will discover the role can be demanding and stressful. Following the steps in this workbook will allow you to manage the obligations of your new role as executor or trustee and any confusion that may arise as a result. With proper guidance from your attorney and smart decision making, you can navigate the pitfalls and avoid costly mistakes.