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What is Trust and Estate Settlement

What is Trust and Estate Settlement?

Independent Trustee / admin

Trust and estate settlement involves distributing a trust or estate’s assets and resolving any outstanding debts or obligations after someone’s passing.

What is Trust and Estate Settlement? Read More »

Essential tips on the responsibilities of a Trustee

Key Responsibilities of a Trustee

Independent Trustee / admin

A trustee has control over the trust assets, with two key responsibilities: managing and distributing those assets.

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What are the answers that every trustee should know

Key Questions Every Trustee Should Answer

Independent Trustee / admin

essential questions every trustee should be able to answer.

Key Questions Every Trustee Should Answer Read More »

Can one person be the founder, trustee, and beneficiary

Can one be founder, trustee, and beneficiary?

Independent Trustee / admin

If you want to be the founder, a trustee, and the sole beneficiary, you would need to appoint an independent trustee for the trust to be valid.

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Why relying solely on a friend, family member, or specific bank as a trustee can pose several risks and limitations?

Why relying solely on a friend, family member, or specific bank as a trustee can pose several risks and limitations?

Independent Trustee / admin

Why relying solely on a friend, family member, or specific bank as a trustee can pose several risks and limitations?

Why relying solely on a friend, family member, or specific bank as a trustee can pose several risks and limitations? Read More »

Key Benefits of Using an Independent Trustee

Independent Trustee / admin

Choosing an independent trustee offers numerous advantages, especially for individuals and families seeking objective, professional management of their trusts.

Key Benefits of Using an Independent Trustee Read More »

How to Choose an Independent Trustee

Independent Trustee / admin

Selecting the right independent trustee is crucial for ensuring the proper management, integrity, and long-term success of a trust.

How to Choose an Independent Trustee Read More »

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