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Home » Trust Administration
living trust

If I’m the Trustee Do I Need an Attorney to Help?

About eighty-five percent of the clients we help create an estate plan use a Revocable Living Trust agreement as the centerpiece of their … [Read more...] about If I’m the Trustee Do I Need an Attorney to Help?

Date: February 25, 2023 Category: Trust Administration

How Do I Trust Thee…Part I

Sometimes our new clients at Clarity Legal Group show up with a clear idea of all the people they want to serve as responsible parties in … [Read more...] about How Do I Trust Thee…Part I

Date: July 1, 2022 Category: Estate Administration, Estate Planning, Estate Planning, Legal Education, Trust, Trust Administration

Trustee

Do I Have to Accept the Job of Trustee?

When it comes time to administer a trust, the person appointed as the Trustee is responsible for doing so. I am sometimes surprised to have … [Read more...] about Do I Have to Accept the Job of Trustee?

Date: June 30, 2022 Category: Trust Administration

money-numbers-calculator

A Living Trust can significantly reduce costs of Administration.

A living trust is among the most common additions to a typical estate plan. One reason for this is that a living trust can be used to … [Read more...] about A Living Trust can significantly reduce costs of Administration.

Date: August 24, 2021 Category: Trust Administration

Should I Appoint a Family Member or Professional to Undertake the Responsibilities of Trustee?

At Clarity Legal Group, our clients often choose to incorporate one or more trusts into their estate plan. Although each trust agreement … [Read more...] about Should I Appoint a Family Member or Professional to Undertake the Responsibilities of Trustee?

Date: May 29, 2021 Category: Trust Administration

Assignment and Nominee

Trust Administration Explained

When the Estate Planning Attorneys at Clarity Legal Group work with clients to create an estate plan, we always begin with listening to the … [Read more...] about Trust Administration Explained

Date: October 6, 2020 Category: Estate Administration, Estate Planning, Revocable Living Trust, Trust, Trust Administration, Trusts

Clarity Legal Group®

How to Pick Your Trustee

As both your estate and your family grow, the need for a more comprehensive estate plan will likely be clear.  When you decide to improve … [Read more...] about How to Pick Your Trustee

Date: May 28, 2019 Category: Trust Administration

money-numbers-calculator

What to Know Before Agreeing to be a Trust Administrator

In August, the Trust and Estate Lawyers of Clarity Legal Group® held our first Fiduciary School for individuals named as future Trustees, … [Read more...] about What to Know Before Agreeing to be a Trust Administrator

Date: October 2, 2018 Category: Trust Administration

trust administration checklist

Your Trust Administration Checklist

If you have been put in charge of the trust administration process to settle an estate involving a living trust, this trust administration … [Read more...] about Your Trust Administration Checklist

Date: August 16, 2018 Category: Trust Administration

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Clarity Legal Group

Free Estate planning Worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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