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Executor and Trustee

Serving as Executor or Trustee

December 21, 2014

If you’re an executor or trustee, it is likely not something you asked to do. Many times parents name a child as executor or successor trustee but don’t tell the child or share important information until the child must take over because your parent has died or become incompetent. Your first step in taking on…

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What a Successor Trustee Needs to Know When a Parent Dies

December 2, 2014

In Greensboro, as a Successor Trustee, you step into the Trustee role when the original Trustee dies or becomes incapacitated. Here are some important actions to take when your parent named you as a Successor Trustee in their planning, upon their death. When your parent dies and you become Trustee, you will need to immediately…

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