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 →Named as Successor Trustee? Here's Your First-Week Action Plan
Just became a successor trustee? This step-by-step action plan covers your first 48 hours, first week, and first month so you know exactly what to do.
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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