Trustee Duties & Responsibilities
What trustees actually have to do: record-keeping, fiduciary duties, and compliance.
8 Guides
Trustee Responsibilities Explained: What You Actually Have to Do
A plain-language guide to trustee duties, record-keeping, tax obligations, and communication responsibilities. Whether you're managing your own trust or serving as a successor trustee.
Read guide →Special Needs Trusts: A Family Caregiver's Management Guide
Managing a special needs trust? Learn the rules for distributions, record-keeping, and protecting your loved one's government benefits.
Read guide →Working With a CPA on Your Trust: What They Need at Tax Time
A plain-language guide to working with a CPA on your trust. When the trust needs its own tax return, what to hand your accountant, and which questions to ask.
Read guide →Delaware Directed Trusts: How They Work
How Delaware directed trusts divide investment, distribution, and trustee duties, including adviser roles and liability rules.
Read guide →Washington Trust Act: RCW 11.98 Section-by-Section Reference
A section-by-section reference to Washington Trust Act, RCW chapter 11.98, including trustee notices, fiduciary duties, trust duration, and beneficiary trustee rules.
Read guide →Iowa Code Chapter 633A: Iowa Trust Code Reference
A subchapter and section guide to Iowa Code chapter 633A, including trustee duties, powers, accountings, representation, and trust proceedings.
Read guide →What do I do as successor trustee?
As successor trustee, get several certified death certificates, find the signed trust and every amendment, and secure the house, mail, and accounts. Don't hand out money or belongings yet; first, check the trust's instructions and the notice rules that apply.
Read guide →Trust Record-Keeping for Real People: What to Track and How
A practical guide to trust record-keeping that doesn't require accounting software. Learn what records trustees need to keep and how to organize them.
Read guide →Ready to put this into practice?
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