I’m a Successor Trustee, Now What?

November 17, 2013

CFPBlogoYou know your loved one or friend named you as trustee.  You get a call that she has been in a terrible accident.  You then realize she cannot tend to her financial matters for the near future.  Do you know how to locate her lawyer to help you get started as successor trustee?   After contacting her lawyer, check this new guide on your fiduciary duties from the Consumer Financial Protection Bureau – Managing Someone Else’s Money: Help for Trustees.

And get her lawyer’s name and contact information now, before you get that call.

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