Understanding the Role of a Trustee in Legacy Planning

While an Executor's job is to wrap up your estate and distribute it through the probate process, a "Trustee" has a different role. A Trustee manages the assets you've placed in a trust. Their job can last for many years, as they follow your instructions for investing, managing, and distributing funds to your beneficiaries over time. Though one person can fill multiple roles, the Trustee's duty is a distinct and vital part of your plan.

Choosing the right person for this role is critical. Let's talk about who you trust to protect your legacy for the long haul.

Codispoti Law
www.codispoti-law.com
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832.861.7007
11999 Katy Fwy Ste. 530, Houston, TX

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