How to Be a Trustee: Practical Thinking on Settling a Living Trust

By Steve Matteucci

The Revocable Living Trust is an efficient and cost-effective estate planning tool, but settling a Revocable Living Trust isn't immediate, automatic, or free.In this booklet, you'll find seven steps that will take you from the moment you find out you've been named the trustee of your loved one's trust right through the day when all the money has been distributed and everyone is happy. These seven steps are all things your lawyer will tell you to do, so there's nothing secret in here. However, after your lawyer tells you these things, you have to go out on your own and get them all done. And--while you're out there on your own--your lawyer's clear direction will suddenly be fuzzy and hard to remember. That's where this booklet comes in. It's a step-by-step guide for family trustees written to guide you clearly and understandably so you can take care of your family.Steve Matteucci has degrees in Economics (BA), Law (JD), Taxation (LLM), and Theology (MDiv). He has been a lawyer, a trustee, and a pastor. As a lawyer, he wrote hundreds of trusts; as a trustee, he managed and settled many trusts; and as a pastor, he understands how hard it can be for families to deal with the business of death.

• Format: Paperback
• Language: English
• ISBN: 1976721849
• ISBN13: 9781976721847
• Release Date: November 2016
• Publisher: Independently published
• Length: 78 Pages
• Weight: 0.20 lbs.
• Dimensions: 8.0" x 0.2" x 5.0"