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047: What Does a Trustee Do, Exactly?
This episode was requested by our front office team, because it's one of the most common questions we get at Obenauf Law Group. What is a Trustee supposed to do? In this episode, Meg walks listeners through what to do when you've been told you're the trustee of someone's trust and that person has passed away. We break down the first critical steps trustees must take, the documents needed, the responsibilities involved, and the overall process from start to finish.
Whether you've been prepared for the role or blindsided by it, this episode provides a clear, compassionate roadmap to help you…
The skinny
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