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Wrapping up our three-part blog series, Your Trustee Duties: Here’s What You Need to Know, below, we will point out some additional administrative obligations that comprise trustee duties.
In addition to registering the trust, notifying beneficiaries and overseeing the accounting for the trust, other administrative tasks that make up the trustee duties include:
When you are ready for help administering a trust or dealing with any estate planning matter, you can turn to the trust lawyers at Colorado Estate Matters, Ltd.We provide a thoughtful, comprehensive approach to our clients’ estate planning, elder law and other legal needs. We take pride in helping each of our clients and their families find the best solutions for them.
We can discuss your estate planning needs and different options during our consultation. To schedule this meeting, call us at (303) 713-9147 or email us using the contact form at the top of this page.
From our offices in Denver, we serve clients throughout the southwest and southeast Metro Area, including (but not limited to) people in Highlands Ranch, Littleton, Castle Rock, Parker, Aurora, Greenwood Village, Englewood, Centennial, Wheat Ridge, Golden and Arvada.