What Should You Do Next?

  1. Don’t do anything until you talk to the lawyer representing the estate or Trust!

  2. Understand the parameters of your appointment. If you are a Trustee, review the Trust document. Ask questions if there is anything you don’t understand.

  3. Ask for help! Professionals are there to make your job easier. Good advisors will work with you, doing as much or as little as you would like.

  4. Take commissions!

Get Smart Women Protect Their Assets: Essential Information for Every Woman About Wills, Trusts, and More now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.