What Does a Trustee Actually Do? Estate Planning's Most Misunderstood Role | Ep 27
Estate planning often stops at deciding who gets what, but the real test is who's in charge of carrying it out.
Brooke breaks down the three-bucket system for how assets pass after death, then walks through exactly what a trustee does, from managing a child's inheritance to choosing between a family member and a corporate trustee.
What You'll Learn
✅ How to choose a trustee for estate planning
✅ What does a trustee actually do
✅ Non-probate vs. probate assets explained
✅ What is the HEMS distribution standard
✅ Corporate trustee vs. family member trustee
📍 Life is legal—so you gotta know the…
The skinny
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