Trust Administration

Navigating Liquidity, Tax, and Communication Challenges During Trust Administration

The Advisor’s Window Into Trust Administration

Trust Administration Isn’t Automatic: The Steps Families Often Don’t Expect

What Actually Happens After Someone Passes Away With a Trust?

Why Trust Administration Takes Time

Becoming a Trustee: Where to Start

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

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