Estate Trustee

One way to ensure your beneficiaries receive the most value from your estate is to transfer property into a living trust before your death. Living trusts are easy to transfer, and move outside the probate realm, so they avoid the typical taxes associated with transferring assets to heirs and beneficiaries.

The creator of the trust is designated as the trustee. They are in charge of the trust’s structure, the assets included in the trust, and the succession plan for the trust. Often, married couples are joint trustees for their own trust. The person meant to inherit the trust upon the trustees’ death is designated the successor trustee.

Estates, wills and probate can get tricky: Save time and effort with one call to our helpline. (317) 344-8908

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Are you a personal representative or estate executor? Our resources can help you stay on track.

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Trusts & Indiana Tax Law

Many people decide to transfer property to living trusts in order to preserve the value of their estate. Read our tips and tricks for establishing a trust in Indiana.

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