Category: Trust Administration

Trustee Risk Factors Advisors Should Watch For

What to Do if You Suspect Trustee Mismanagement

Is Your Trustee Keeping You Informed?

Understanding Your Beneficiary Rights

Helping Clients Navigate Trust Administration Smoothly in 2026

From Panic to Relief: The SUPER Heggstad Way

When Clients Name You as Trustee or Executor: What Every Advisor Should Know Before Saying Yes

Advisors as First Responders: Helping Clients Navigate a Sudden Death

Your Estate Plan in Action: What Happens in the First 48 Hours After You’re Gone

What Your Trustee Secretly Hopes You Did (and Most People Don’t)

Understanding Heggstad Petitions—And Why They Matter for Advisors

Ways to Keep a Loved One’s Memory Alive After They Pass

Unlocking the Power of the Heggstad Petition: A Lifesaver in Trust Administration

Successor Trustee 101: Their Crucial Role in Managing Your Trust

Handling a Loved One’s Debts After They Die

Trustee Training: Educating Your Successor Trustee

Understanding Trust Administration

The Benefits of a Professional Fiduciary

Trust Administration Pitfalls to Avoid

A Guide for a Smooth Administration