How To Select Your Successor Trustees And Agents In Your Client Portal

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EZ Living Trust President, Alvin Parra explains what a Successor Trustee is, what qualities stand out, and how to select your Health and Financial agent and Guardian.

Role of a Successor Trustee: The successor trustee acts as the next "CEO" of your living trust, responsible for managing the trust's assets after the initial trustee (or trustees) passes away.

Choosing Successor Trustees: Typically, families choose organized, responsible adult children or trusted friends as their primary and secondary successor trustees. These individuals should be dependable and capable of handling paperwork and financial responsibilities.All Rights Reserved

administration cost entrepreneur estate family living planning successor tips trust trustee trusts

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How To Select Your Successor Trustees And Agents In Your Client Portal
Wed, Dec 11, 2024

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How To Select Your Successor Trustees And Agents In Your Client Portal
Wed, Dec 11, 2024

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