If you were named as a successor trustee, you have to resume your duty as a trustee and to administer the trust. This process is called ‘Trust Administration’.
You don’t need a lawyer to complete most of your tasks during the first few months of a trust administration. Most of what you need to do first involves just getting organized. Some tasks require only a phone call; others may take hours of information-gathering, letters, and follow-up calls.
Getting Started as the Trustee
Here’s an outline of what you’re going to have to do, even for a simple trust: