Page 7 - Successor Trustee Handbook

This Manual is intended to assist you in carrying out these duties and actions.

Before we go further, please note that the Trustor(s) may have established other trusts,
besides the Living Trust, during his or her lifetime (or even in his or her Will). These other
trusts fall within many different types, including (but not limited to) an Irrevocable Life
Insurance Trust, an IRA Inheritance TrustSM, a Gifting Trust, a Personal Residence Trust, a
Charitable Trust, etc. As you will see in the checklists contained in Chapters 3, 4 and 5 of
this Manual, one of the very first tasks you will need to undertake is locating any and all
trusts or other pertinent legal documents that may exist other than just the Living Trust.
You may need to coordinate your actions, as Successor Trustee of the Living Trust, with the
provisions of these other documents. There may even be different people serving as
Trustees of these other trusts with whom you will need to coordinate. One way to check
on whether there are other pertinent legal documents involved is to contact the estate
planning attorney who created the Living Trust. This may be a good reason, as well as
many others, to arrange a consultation with the estate planning attorney before even
proceeding with any actions laid out in this Manual.

Whether or not the Living Trust or other Trusts were prepared by Family First
Firm, you may obtain a free initial consultation (if you qualify) with an
attorney of the Firm by calling us at 1-833-FL-SENIOR (1-833-357-3646) and
setting up an appointment.

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