Selecting a Trustee

When a revocable trust is created, the trustor names a successor trustee. Administering a trust can be challenging, and there are laws governing what a trustee actually can and cannot do. One of the main focuses of my practice is trust administration, which involves helping to guide trustees through the process and advising them through their legal obligations. Occasionally, the trustor was a client, and I’m helping to administer a trust that I drafted. However, other times, I didn’t know the trustor and am helping to administer a trust that was written decades ago or updated through the years with amendments.

We work with clients to develop an estate plan so that upon their death, their wishes will be carried out as they wanted and their loved ones will be provided for. The central document in most estate plans is the trust. Most trusts we create are revocable, meaning that our clients, the trustors, can change, update, or nullify the trust throughout the course of their lives. However, a will and a trust alone are just pieces of paper – it takes the actions of people to put them into effect.

The trustor names a trustee because they are someone whose judgment and integrity they have faith in. The trustee hires an attorney because that attorney knows the law. It is a partnership that fulfills the obligation of making sure someone’s last wishes are respected and fulfilled.

Happy Planning!

B.B.

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute an attorney-client relationship. Brittany Britton is licensed to practice law in the state of California only.

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