Trustee Guidance: How to Distribute Trust Assets

According to a trust agreement, trustees are responsible for managing assets involved with the estate of another individual. How to distribute trust assets starts with a trustee familiarizing themselves with the trust property and real estate, taking an inventory, and contacting all of the beneficiaries listed in the will. The more complicated the estate, the more likely this is done with guidance from an attorney or CPA. The information provided below is a basic outline of the trust fund distribution process to help you prepare for your role as trustee.

UPDATED: Jul 17, 2023Fact Checked

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Jeffrey Johnson

Insurance Lawyer

Jeffrey Johnson is a legal writer with a focus on personal injury. He has worked on personal injury and sovereign immunity litigation in addition to experience in family, estate, and criminal law. He earned a J.D. from the University of Baltimore and has worked in legal offices and non-profits in Maryland, Texas, and North Carolina. He has also earned an MFA in screenwriting from Chapman Univer...

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UPDATED: Jul 17, 2023

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UPDATED: Jul 17, 2023

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It’s all about you. We want to help you make the right legal decisions.

We strive to help you make confident insurance and legal decisions. Finding trusted and reliable insurance quotes and legal advice should be easy. This doesn’t influence our content. Our opinions are our own.

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