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Will your loved ones know what to do when you are disabled or gone?
If you’ve named your children, relatives, or friends to be in charge as “Successor Trustee” of your Living Trust when you’re disabled or pass away, they probably have no idea of what to do! After all, they’ve probably never served as a Trustee before! Unfortunately, what your successor trustee doesn't know could cost your family hundreds of thousands!
Worse yet, if your Successor Trustee fails to handle specific tasks promptly and correctly, he or she may be personally liable to your beneficiaries out of his or her pocket! And you could be placed at risk if an unprepared successor trustee steps in when you're sick or disabled!
Statistics tell us there’s more than a 50% chance you won’t be able to handle things for yourself at some point later in life -- and the Successor Trustee better know what to do then, when you’re most depending on it!
For example, does your Successor Trustee know how to:
Your Successor Trustee should. Find Out What they need to know by attending a special presentation.
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