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Trust Settlement

Think about it…

Will Your Loved Ones Know What to Do When You Are Gone?

If you've named your children, relatives or friends to be in charge as “Successor Trustee” of your Living Trust when you pass away (or become disabled), they probably will have no idea of what to do!  After all, they've probably never served as a Trustee before!  Unfortunately…

What They Don't Know Could Cost Your Family

Hundreds of Thousands of Dollars!

Worse yet, if your Successor Trustee fails to handle certain tasks promptly and correctly, he or she may be personally liable out of his or her own funds for damages to your beneficiaries! 

For example, do your Successor Trustee(s) know how to:

  • Determine the duties owed to your beneficiaries?
  • Properly carry out those duties?
  • Work together with your beneficiaries to avoid conflict?
  • Resolve any disputes that do happen?
  • Prove their authority to act?
  • Access your funds immediately?
  • Deal with your creditors and overdue bills?
  • Avoid an IRS audit?
  • Determine the value of your assets?
  • Distribute the right assets at the right times?
  • Defend against contests?
  • Avoid liability for self-dealing or conflicts of interest?
  • Get paid compensation and get reimbursed for expenses?
  • Set up proper accounting procedures?
  • Avoid the numerous pitfalls for the unwary that could expose them to personal liability?

It's enough to make a sane person go Mad!! But we've got the answer:

The New Law Offices of James Burns“Successor Trustee Manual”

Scuccessor Trustee Manual


This one-of-a-kind Manual is based upon our firm's unique experience in handling over 100 trust administrations after clients have passed away. It contains over 150 pages chock-full of plain English checklists and step-by-step procedures that not only will greatly assist your Trustee - - but will help minimize potential legal fees, aggravation and anxiety!

We are one of the few firms that makes this knowledge and option available to clients as trust administration can be very lucrative for those not in the know. When client's purchase this powerful manual they also get a free one hour consult which saves hundreds right out the gate and allows a family member to get things on course and compliant.

In addition to the legal steps related to the trust, there are lots of other things that need to be done when a spouse dies. Every situation is different, but the following is a list of typical things that need to be done. Not every item is required in every case. Your estate planning attorney can work through this list with you or you can empower your successor trustee with the knowledge and know-how to get all if not most of the estate settled with minimal legal fees.

One wrong step can bring a world of  legal problems and then we are in court which is where everyone does not want their estate and loved ones.