What Jonathan helps trustees do
- Read and interpret the trust document
- Accept the trusteeship and get a tax ID for the trust
- Inventory and value trust assets
- Notify beneficiaries and keep them informed
- Pay final expenses, debts and taxes
- Invest prudently and keep accurate records
- Make distributions and prepare accountings
- Work with a corporate trustee, CPA or financial advisor
Experience from the trustee’s side
Jonathan led a trust company office as Market President. He knows what a trustee’s day-to-day work looks like and where things tend to go wrong. He brings that practical knowledge to every family trustee he advises.
Also for beneficiaries
If you’re a beneficiary with questions about how a trust is being handled, Jonathan can review the trust and explain your rights.
Get guidance on your role as trustee. Schedule a consultation.