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Home→Tools→Trustee Duties Checklist→Virginia→Richmond City

What Are My Duties as Trustee in Richmond City, Virginia?

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 Richmond City go through the Circuit Court at 400 North Ninth Street, Richmond, VA 23219. Main phone: 804/646-6505. Court hours: 8:30AM - 4:30PM.

Richmond City offers e-filing for probate matters. Virginia Judiciary E-Filing System (VJEFS) available for circuit court civil cases, including probate matters.

Civil terms commence on the 4th Monday of January, April, July, and October. Court opens at 9:00 a.m. Criminal terms begin the 1st Monday of each month. Grand Juries convene the 1st Monday monthly.

Virginia allows small estate procedures for estates under $75,000. The waiting period is 60 days.

Immediate priorities for a successor trustee in Virginia 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.

Virginia 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.

What Are Trustee Duties in Richmond City, Virginia?

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

Probate filings for Richmond City go through the Circuit Court at 400 North Ninth Street, Richmond, VA 23219. Phone: 804/646-6505. Email: Edward.jewett@rva.gov.

Richmond City offers e-filing for probate proceedings. Virginia Judiciary E-Filing System (VJEFS) available for circuit court civil cases, including probate matters.

Richmond City doesn't have a dedicated probate self-help center, so confirm forms, copies, and appointment requirements with the court clerk.

Civil terms commence on the 4th Monday of January, April, July, and October. Court opens at 9:00 a.m. Criminal terms begin the 1st Monday of each month. Grand Juries convene the 1st Monday monthly.

Virginia 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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Virginia Estate Planning Resources

In-depth guides covering Virginia 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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