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Who Should Be Your Successor Trustee?

If you have created a trust, you named yourself the trustee your trust.  You also named a “Successor Trustee” to step in after you are gone to manage your assets for the benefit of your loved ones.  The Successor Trustee is vitally important role in your...

3 Tips for Overwhelmed Executors

Being named an executor (“personal representative” in Colorado) of a will is a big responsibility.   You have to be organized and detail-oriented while interacting with grieving family members.   While it is a position of a lot of trust, it can be...

Your Estate Planning Binder: Tips for Proper Care and Maintenance

After a long time of ignoring it and fretting about it, you have finished creating your estate plan. You have taken needed steps to protect yourself and your family, and given yourself some peace of mind. Soon after you signed your documents, your estate planning...

5 Mistakes Made by Successor Trustees (and How to Prevent Them)

When you are going through and deciding on the details for your trust, one of the most important decisions for you to make is appointing successor trustees.  Successor trustees administer your trust after you become incapacitated or pass away.  Preferably, this...

What To Do After a Loved One Dies

If you have been appointed the personal representative or trustee of a loved one’s estate, and that person dies, your life has gotten a whole lot busier.  Not only are you grieving, but others are turning to you to administer the estate, and you often do not...