How To Select Your Successor Trustees And Agents In Your Client Portal

EZ Living Trust President, Alvin Parra explains what a Successor Trustee is, what qualities stand out, and how to select your Health and Financial agent and Guardian.

Role of a Successor Trustee: The successor trustee acts as the next "CEO" of your living trust, responsible for managing the trust's assets after the initial trustee (or trustees) passes away.

Choosing Successor Trustees: Typically, families choose organized, responsible adult children or trusted friends as their primary and secondary successor trustees. These individuals should be dependable and capable of handling paperwork and financial responsibilities.