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Home→Tools→Trustee Duties Checklist→South Carolina→Berkeley County

What Are My Duties as Trustee in Berkeley County, South Carolina?

Step-by-step guide for administering a trust after the grantor passes away. Answer a few questions to get a personalized checklist for your situation.

Frequently Asked Questions

Probate filings for Berkeley County go through the Probate Court at 300-B California Avenue, Moncks Corner, SC 29461-4036. Main phone: 843-719-4519. Court hours: Monday - Friday, 9:00 AM - 5:00 PM.

Berkeley County doesn't offer probate e-filing. Confirm paper or mail filing rules with the Probate Court.

Drop box available at front of courthouse 9:00 AM - 4:00 PM Does not accept credit cards

South Carolina allows Small Estate Affidavit for estates under $45,000. The waiting period is 30 days.

Immediate priorities for a successor trustee in South Carolina include obtaining certified death certificates, locating the original trust document, securing trust assets, and notifying beneficiaries. An EIN is required since the trust becomes irrevocable after the grantor's death.

South Carolina requires successor trustees to notify beneficiaries within 90 days of the grantor's death. Written notice is required. This notice must include the trustee's identity and information about the beneficiary's interest.

What Are Trustee Duties in Berkeley County, South Carolina?

As a successor trustee in Berkeley County, you'll manage the trust privately without court involvement. However, you may need to file any pour-over will with the Probate Court.

Probate filings for Berkeley County go through the Probate Court at 300-B California Avenue, Moncks Corner, SC 29461-4036. Phone: 843-719-4519.

Berkeley County doesn't offer probate e-filing. Confirm paper filing procedures with the clerk before counting deadlines.

Berkeley County publishes contacts for Estates Division, Marriage License Division, Mental Health/Alcohol & Drug Division — the right place to route probate questions before filing.

Drop box available at front of courthouse 9:00 AM - 4:00 PM Does not accept credit cards

South Carolina law requires you to notify qualified beneficiaries of your trusteeship. This notice typically must be sent within 60 days of the grantor's death and include your contact information.

Trust administration is private and generally faster than probate. You'll obtain an EIN for the trust, manage assets, and distribute them according to the trust terms.

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South Carolina Estate Planning Resources

In-depth guides covering South Carolina probate laws, trust requirements, and estate planning strategies.

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Named as Trustee

Named as Trustee

Being named trustee means managing trust assets and carrying out the grantor's wishes. Your duties, timeline, compensation, and how to get started.

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