If you are a successor trustee and find yourself involved in complex property situations, or family conflict, it can quickly become overwhelming…
We’re uniquely prepared to help you in these 5 important ways:
#1 - We provide you with valuable non-legal information – information that is not easily accessible, and the kind that often falls through the cracks.
With over two decades of experience working with trustees, and their legal counsel, as well as serving as fiduciaries within our own families, we bring a lot of first-hand knowledge to the table. We’re well-versed in working with trusts and trustees, and attuned to the less obvious issues that can easily become problematic, due simply to a lack of information.
For instance, did you know that leaving a trust held property vacant can cause the homeowner’s insurance to lapse under certain conditions? Were you aware that, as trustee, you could be personally liable for any insurance loss suffered by the trust? As you can see, there are many situations that can significantly impact the beneficiaries of the trust, affect the value of an asset and create personal liability for you, as the decision-maker. In close concert with your attorney, our special expertise can assist you in navigating these complexities with confidence.
#2 - Through long standing relationships, we’re able to supply you with a list of specialized service providers that can assist you with services such as: securing a property, cleaning out a home, cleaning up a site, making repairs, organizing, and selling personal property, just to name a few.
#3- We’ll help you select the systems that make complicated record requirements more manageable and help you prevent potential issues with beneficiaries by suggesting methods and timetables of communication to keep the relationships good with all interested parties.
#4 - And, when it comes to the sale of a real property asset, we’ll use our extensive knowledge (development, zoning, appraisal, property improvement, etc.) to get you and the beneficiaries you protect the absolute highest price possible. We’re proactive at finding the right buyer, excel at negotiating and closing the sale, and work exceptionally well with legal counsel.
#5 - We are also trained mediators. These skills help us to bring peace to families in disagreement - which often arises at a time of significant loss, and especially when money is involved.
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We genuinely care about what happens to you and your family. We’ll bring partnership, experience, and solid advice to make your difficult job much easier.
Have questions? Drop us a short message and your contact info and let’s see how we can help.
We are not attorneys and do not offer legal advice in any form. We provide information that may be extremely important, but which often falls outside the scope of a legal professional’s practice.