Don't Touch Anything Yet: The Successor Trustee's Guide to Avoiding Mistakes, Protecting Assets, and Administering a Trust

By Andrea L. Jakob Esq.

Serving as a successor trustee can feel overwhelming - especially when you are grieving, managing family expectations, and trying not to make a costly mistake.

Don't Touch Anything Yet is a plain-English guide for anyone named to administer a living trust after incapacity or death. Written for real people, not lawyers, this book walks trustees through the practical steps of understanding the trust document, protecting assets, communicating with beneficiaries, working with attorneys and CPAs, handling taxes, avoiding probate surprises, keeping records, making distributions, and closing the trust properly.

Inside, readers will find checklists, examples, diagrams, communication scripts, and practical warnings about the mistakes that most often create conflict or personal liability.

Whether you are serving now or want to understand what the role involves before the time comes, this handbook gives you a clear roadmap for doing the job carefully, confidently, and responsibly.

For educational purposes only. Trust and probate laws vary by state, and readers should consult a qualified attorney before taking action.

This tracks the book's central promise: practical, plain-English guidance for successor trustees, including duties, asset management, beneficiary communication, taxes, probate issues, record-keeping, and final distributions.

• Format: Paperback
• Language: English
• ISBN: B0H6GNYB5L
• ISBN13: 9798183788716
• Release Date: June 2026
• Publisher: Independently Published
• Length: 116 Pages
• Weight: 0.36 lbs.
• Dimensions: 0.2" x 6.0" x 9.0"