Page 2 - Successor Trustee Handbook

DISCLAIMER

This Manual is intended to provide general guidelines only, to assist you when
acting as successor Trustee upon the incapacity or death of the Trust maker (also
known as the “Trustor”) or upon the incapacity or death of a previously acting
Trustee. It is not intended to, nor does it address every single thing you may
need to know for every single situation that could arise. Hopefully, it can give you
a significant head start in taking appropriate actions and place you in a position
to reduce attorney involvement to a minimum. However, it is not a substitute
for proper legal advice and assistance, and you should consult with
competent legal counsel regarding the specific details of your individual
situation and any questions you may have that may not be fully answered
in this Manual.

This Manual does not constitute legal advice and the fact that the Family First
Firm has written and provided this Manual does not in and of itself constitute
your engagement of the firm for legal representation; that must be done by a
separate engagement letter. The Family First Firm does provide a free initial
consultation (if you qualify), and you may wish to take advantage of this (if you
have not already done so) by contacting us and setting up an appointment.

This Manual is based on Florida Law and, where applicable, Federal Law
existing as of the date of publication appearing on the title page. The laws that
apply to the administration of a Trust may differ from state to state. If the Trustor
lives in a state other than Florida or had real estate in another state, or you, the
Trustee, live in another state, it is possible that you will, at some point, need to
consult the laws of these particular states. If other state laws may need to be
considered, it is advisable to seek legal counsel licensed in those particular
states.

Finally, keep in mind that the laws and their interpretation continue to change
and evolve over time. Before proceeding to use this Manual, you should consult
the date of publication on the title page and find out if you require any updates
to this Manual. By providing this Manual, the Family First Firm assumes no
responsibility or obligation to periodically update it. If the Family First Firm does
have more recent updates, there may be an additional charge for you to obtain
them.

Again, this Manual is intended to only provide a general overview, but hopefully,
a very useful and practical one that will save you a lot of time, expense,
aggravation, and anxiety!