• Ep 102: Are You Listed As A Trustee? Here Is What You'll Need To Know.

  • Nov 21 2023
  • Length: 12 mins
  • Podcast

Ep 102: Are You Listed As A Trustee? Here Is What You'll Need To Know.

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  • Summary

  • Picking out a trusted individual or company to serve as a trustee is a key part of estate planning. However, the duties that fall onto the shoulders of the trustee can sometimes create a lot of stress and uncertainty.

    Many times a trustee is a close family member or friend, and usually isn't as qualified to manage a trust as they otherwise should be. And that is no fault of the trustee. It can be a difficult role to step into.

    In this podcast episode, Derek takes a deeper dive into helping explain what a Trustee is and the duties that are required. Hopefully this provides some helpful insight on a complicated topic.

    Enjoy the show!
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