Someday, your successor trustee may need to step in during your incapacity or after your death.
Will they know where to start?
The Successor Trustee Manual & Resource Package gives them the information, documents, and resources they will need to take the first steps.
A practical guide to your trustee’s role, responsibilities, and first steps.
The documents and instructions that can help your successor trustee or agent address trust funding if you become incapacitated before completing necessary title changes or beneficiary designation changes.
The packet includes, as applicable:
An organized record of your assets and professional advisors, so your successor trustee knows what you own and who to call. You can update this information
at any time.
Electronic access to your estate planning documents when your successor trustee needs them.
You chose someone you trust to step in.
Give them a better place to start.