Trust Management

Discover trust management essentials for maintaining your living trust. Learn about ongoing responsibilities, asset oversight, and keeping your trust current.

What are the key responsibilities involved in managing a revocable living trust?

Trust management involves regularly reviewing and updating trust documents, maintaining accurate records of trust assets, and ensuring beneficiary information stays current. Trustees also handle asset transfers, monitor investments, and keep the trust compliant with changing laws. These ongoing responsibilities help ensure the trust continues to meet your family's needs over time.