top of page
NEWS & RESOURCES
Search


What Is Trust Administration? A Step-By-Step Overview for New Trustees
If you’ve just been named a trustee, you might be wondering, “What exactly am I supposed to do now?” Well, there’s a name for your job, and it’s called trust administration. Trust administration is the process of managing and settling a trust after the person who created it has passed away. If you’re reading this, you’re probably a trustee, which means it’s your role to follow the instructions given in the trust, protect the assets, pay any required bills or taxes, and then d
Jan 13
bottom of page