Discover the steps necessary to administer a loved one’s estate after their death or incapacity.

Courtesy of Parman & Easterday

If you have been named as the Successor Trustee of a Trust, it is important to understand what your role entails.

The specific duties of a Successor Trustee will vary depending on the terms of the Trust and the assets held in the Trust. However, there are general duties that all Successor Trustees must perform that we will cover in this Successor Trustee Checklist.

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This guide will lessen any anxiety or stress you may feel as a Successor Trustee and give you a roadmap for completing your duties with clarity and ease.

Please do not hesitate to contact us at 405-843-6100 if you have additional questions or need assistance.

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Author: Attorney Larry Parman