Fishers Office - (317) 863-2030

Rockville Office - (765) 569-1060

Greenwood Office - (317) 863-2030

What is the Successor Trustee Manual?


The Successor Trustee Manual will help eliminate any anxiety or confusion that may occur when a Successor Trustee takes over. It is based upon our firm's unique experience over the years handling trust administrations after clients have passed away. It includes several step-by-step procedures and plain English checklists, which will prove invaluable to a Successor Trustee.

Should I order a Successor Trustee Manual?

Why, yes! We have found that this manual is an incredibly helpful tool. It will likely bring order to any confusion that may arise when a Successor Trustee takes over. To give you some insight on what is to be expected, the following is a list of the chapters included in the Manual:

  • Brief Overview of How a Living Trust Works
  • Important "Do's" and "Don'ts"
  • Checklist of Actions Upon Disability or Incapacity
  • Checklist of Actions Upon the Death of the 1st Spouse
  • Checklist of Actions Upon the Death of an Individual (Or the Surviving Spouse)
  • Reviewing the Trust (And Other Estate Plan Documents)
  • Tips on Working Successfully With an Attorney (And Other Professional Advisors)
  • Tips on Working Successfully With the Beneficiaries
  • Trustee Duties, Trustee Powers, and Liability as a Trustee
  • Maintaining Title to Assets, Transacting Business & Paying Expenses
  • Investing Trust Assets
  • Record keeping
  • Income and Estate Taxes
  • Accounting to the Beneficiaries
  • Making Distributions to the Beneficiaries
  • Transition to Another Trustee
  • Termination of the Trust
  • Your (And the Beneficiaries') Own Estate Plan
  • Important Addresses and Phone Numbers

So, how much is the Successor Trustee Manual?

The Successor Trustee Manual is $99 and may be purchased by placing an order online or by telephone at (317) 863-2030.


Successor Trustee Manual Order Form

    * required information
Hunter Estate & Elder Law

Fishers Office

Hunter Estate & Elder Law

(317) 863-2030

10412 Allisonville Rd., Suite 113
Fishers, IN 46038

admin@hunterlawoffice.net

Rockville Office

Hunter Estate & Elder Law

(765) 569-1060

303 N. Lincoln Rd.
Rockville, IN 47872

admin@hunterlawoffice.net


LawPay

Greenwood Office

Hunter Estate & Elder Law

(317) 863-2030

170 Airport Parkway, Suite B
Greenwood, IN 46143

admin@hunterlawoffice.net

Have Questions?

If you have a question, a comment, or simply want to have a conversation and explore how we can help, we'd love to hear from you.

    * required information