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Successor Trustee Duties

If you have a Living Trust, your successor trustee will need to take certain steps in carrying out your wishes. In general, the trustee has duties that are similar to an executor who is carrying out the terms of a Will. However, the trustee’s duties are handled without supervision from the court administered probate process. The trustee is guided by the terms of your trust and the general terms of your state’s laws regarding trusts. Usually, these state laws provide only general requirements regarding trusts and trustees, and do not set forth specific requirements that must be followed at the time of your death.


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