Your parents, or your sister, or your grandmother called you at some point in your distant memory and told you they had named you “trustee.” You didn’t know exactly what it meant, but you weren’t super excited to talk about their death any longer than you had to, so you said that was fine and moved the conversation into more pleasant territory.
Fast forward to the funeral. You’re stressed, sad, uncomfortable, and your brother, nephew, or uncle asks you what’s next. “How should I know what’s next?” “Well you’re the trustee aren’t you?” Now you have to figure out what’s next. What bills do I need to pay? Who is supposed to get what money? How long should it take to clean out the house? Does someone want to keeping living there? Who handles the investment accounts? Who is the life insurance agent? What am I supposed to do?
That’s where we come in. A lawyer will read the trust and determine what the items are that you need to have a handle on:
Once you’ve worked with an attorney to get things moving and get the trust running smoothly, you will probably be able to take the reins after a while. What you don’t want, though, is to try it on your own and be months or even years down the road and learn you’ve done it wrong the whole time. We can provide a helping hand during the turbulent emotional period after your loved one dies, and the peace of mind knowing you’ve got a firm foundation for as long as you administer the trust.
If you want help administering a trust or a probate estate, please give us a call and come in for a consultation with one of our staff.
Ben Worsowicz is an Associate at Lardiere McNair, LLC. To read more about our firm, please visit www.lawyerscolumbusohio.com.
The information presented here has been prepared by Lardiere McNair for promotional and informational purposes only and should not be considered legal advice. This information is not intended to provide, and receipt of it does not constitute, legal advice. Nor does the receipt of this material create an attorney/client relationship. An attorney client relationship is not established until such time as Lardiere McNair enters in to a written engagement agreement with a specific client for a specific legal matter.
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