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You’ve Got This, Partner!

Mojave Legal Docs / September 14, 2024

Are you the Successor Trustee feeling lost on how to adminster a Trust Estate? Check out this handy guide below to help steer you in the direction: 

Step 1: Round Up the Essentials
The first order of business for a successor trustee after the Trustor/Settlor/Grantor rides off into the sunset is to gather up all the necessary papers. This here includes:

  • The original trust documents  (the map to the treasure)
  • The death certificate (the ticket to the afterlife)
  • A list of assets (what’s in the saddlebag)
  • Property deeds (proof of land ownership)

Step 2: Know the Timely Trails
As the successor trustee, it’s mighty important to keep an eye on the clock. Missing key deadlines can lead to s

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