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Home→Tools→Trustee Checklist→Utah

What Are My Duties as Trustee in Utah?

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.

Get Your Trustee Checklist

Answer a few questions to get a personalized checklist for your situation.

West Dakota: $999,999 (99.9%)East Montana: $888,888 (88.8%)

This checklist provides general guidance for trust administration. Requirements vary by state and trust document. Consult a licensed attorney for legal advice.

Frequently Asked Questions

Immediate priorities for a successor trustee in Utah 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.

Utah requires successor trustees to notify beneficiaries within 60 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.

Yes. Utah has adopted the Uniform Trust Code, which standardizes trust administration rules including trustee duties, beneficiary rights, and modification procedures.

In Utah, custodial accounts under the Uniform Transfers to Minors Act (UTMA) terminate when the minor reaches age 21. Trustees managing inherited custodial accounts follow this timeline.

What Are My Duties as Trustee in Utah?

As a successor trustee in Utah, you have fiduciary duties to manage trust assets prudently and distribute them according to the trust terms. Unlike probate, trust administration is private and does not require court involvement.

Utah 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 and the beneficiary's right to request trust information.

You'll need to obtain an EIN (Employer Identification Number) from the IRS since the trust becomes irrevocable after the grantor's death. This is required to open trust bank accounts and file tax returns.

Keep detailed records of all transactions, communications, and decisions. Beneficiaries have the right to request accountings, and proper documentation protects you from liability claims.

County-Specific Guides in Utah

Get a trustee checklist customized for your county's probate court.

Beaver CountyBox Elder CountyCache CountyCarbon CountyDaggett CountyDavis CountyDuchesne CountyEmery CountyGarfield CountyGrand CountyIron CountyJuab CountyKane CountyMillard CountyMorgan CountyPiute CountyRich CountySalt Lake CountySan Juan CountySanpete County

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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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Utah Trust Administration Attorneys

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Utah Estate Planning Resources

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