Need help with a Trust? Are you a a trustee? Trustees often need assistance with the administration of the Trust including responding to beneficiary requests or demands. If you are an Arizona trustee, you must provide beneficiaries with reasonable information including some specific information that must be provided at least once a year. We can assist trustees with an “Annual Trustee Report” to be provided to beneficiaries. We also have information on the fundamental duties of a trustee and a manual for successor trustees. We provide guidance to trustees helping them to minimize or avoid liability. Help for trustees
Many self-directed trusts we have seen over the years, such as living trusts, are not managed properly by the original trustee/s. Often, there is neglect to allocate assets upon the first death of a married couple. Compliance with the Arizona Trust Code and the Arizona Revised Principal and Income Act is often less than stellar. We help people fulfill their duties as a trustee.
Help for trustees