The Trustee's Legal Companion: A Step-By-Step Guide to Administering a Living Trust

By Liza Hanks Attorney

Serving as the trustee of a living trust after someone has died can be a big task. This book shows trustees how to get organized, get moving, and do a good job.

Living trusts are popular estate planning tools, but when you're chosen to serve as a trustee, you might wonder where to begin. The Trustee's Legal Companion has everything you need to get organized, get started, and get the job done. You'll learn how to:

decide whether to take on the job of trustee
set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs
invest trust assets
get help from lawyers, financial planners, and other experts
handle taxes and prepare accountings, and
work effectively with beneficiaries and distribute trust property.

The author--an attorney who has helped many a bewildered trustee--shows you, step by step, how to administer a living trust with confidence.

• Format: Paperback
• Language: English
• ISBN: 141333315X
• ISBN13: 9781413333152
• Release Date: January 2026
• Publisher: NOLO
• Length: 416 Pages