Estate Planning, Probate Administration and Business Counseling are our main practice areas at Valente Law, LLC. Proudly serving clients in Cuyahoga County, Summit County and surrounding areas.

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Trustee Checklist – Trustee’s Duties & Powers



Trustee's Duties checklist outline for Cleveland, Ohio and Akron, Ohio trust attorney

One of the most common questions we get from new clients who have been named as a Trustee of a Trust, is “what exactly do I need to do to stay in compliance with the terms of the Trust?  Is there a checklist?”  Well, now there is!

For the benefit of our Trustee clients, to answer the question of “what do Trustees need to do?” we have compiled the following checklist and outline for the Trustee to follow: (more…)

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