What Do I Do If I SUDDENLY Become a Successor Trustee? episode artwork

EPISODE · Sep 16, 2025 · 1H 3M

What Do I Do If I SUDDENLY Become a Successor Trustee?

from Savvy Estate Planning

RISKS of being trustee! Let's talk duties of trustee, trustee responsibilities to beneficiaries, roles of trustees in a trust 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to discuss trust administration services & your own California Trust Administration checklist. Does a trustee have any personal financial risks? You bet. Trusts are controlled by trustees. But if a trustee becomes incapacitated or refuses to continue serving, the responsibility falls to a “successor trustee” who may be named in the trust, chosen by a “trust protector,” or even by a judge. Assuming the duties of a trustee or co-trustee when a loved one becomes incapacitated triggers a whole series of duties and responsibilities that you likely don’t know much about—along with personal liabilities that can be downright scary. Is a trusteeship in your future? Join us for an informative webinar where we outline the role, the duties, and the issues you may face! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for California Living Trusts, Estate Planning, and Trust Administration. To learn more about Trustees and Trust Administration Services, click here: https://www.cunninghamlegal.com/trustee-risks/ To watch this video on our website, click here: https://www.cunninghamlegal.com/legal_webinars/what-do-i-do-if-i-suddenly-become-a-successor-trustee/ SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM... CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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What Do I Do If I SUDDENLY Become a Successor Trustee?

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How long is this episode of Savvy Estate Planning?

This episode is 1 hour and 3 minutes long.

When was this Savvy Estate Planning episode published?

This episode was published on September 16, 2025.

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RISKS of being trustee! Let's talk duties of trustee, trustee responsibilities to beneficiaries, roles of trustees in a trust 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to discuss trust administration services & your...

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