If you have a trust-based estate plan, then you have named one or more successor trustees. Your successor trustees have significant responsibilities in administering the trust if you become incapacitated and when you pass away. We understand that navigating the complexities of a trust administration can be a daunting task for successor trustees. To get the help you need, contact Legacy Law Group.

As trust attorneys, we are here to assist your successor trustees understand their responsibilities, and we guide and assist them in carrying out those responsibilities. We help with tasks such as:

  • Identifying trust assets
  • Submitting claim forms for life insurance and retirement accounts
  • Paying legitimate claims and bills
  • Selling trust assets
  • Creating sub-trusts
  • Distributing assets to beneficiaries or to sub-trusts
  • Ensuring that the trustee is following the law and the instructions of the trust.

Our attorneys work with your financial advisors and tax preparers—a comprehensive, team approach to the trust administration produces the best results for your beneficiaries.

Work with Experienced Ohio Trust Attorneys

Our commitment to our clients extends beyond the administrative tasks. We strive to provide peace of mind, knowing that the legacy of the trustmaker is honored and the beneficiaries' interests are protected. When working with our firm, successor trustees can expect a partnership that values communication, integrity, and professionalism.

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