Trustee’s Duties and Responsibilities Letter

What’s Included:

✔ Trustee’s Legal Duties – Explanation of fiduciary responsibilities and compliance with California Probate Code § 16062 regarding accountings.
✔ Record-Keeping Guidelines – A detailed list of financial and legal documents trustees must maintain, including bank statements, tax returns, and asset lists.
✔ Beneficiary Communication & Accounting – Clear instructions on providing trust accountings to beneficiaries and when court filings may be necessary.
✔ Financial Management Best Practices – Guidelines for handling trust funds, discretionary distributions, and investment records.
✔ Customizable Format – Available in Word and PDF for easy editing to tailor to specific trust needs.

Why This Letter is Essential:

✅ Clarifies Trustee Responsibilities – Helps trustees confidently navigate their role in managing the trust.
✅ Ensures Legal Compliance – Protects trustees from liability by outlining proper accounting and reporting practices.
✅ Prevents Record-Keeping Errors – Provides a straightforward checklist to maintain organized trust records.
✅ Attorney-Approved Format – Professionally written for seamless client communication.

📥 Instant Download – Fully Editable & Ready to Use
Ensure smooth trust administration—Download your Trustee’s Duties and Responsibilities Letter today!