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State of North Carolina Estate Summons for Trust Proceeding Form

State of North Carolina Estate Summons for Trust Proceeding Form

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hi i'm jackie bedard founder of carolina family estate planning and in this video i'm going to share some tips about choosing the trustee for your trust now the trustee is a financial role their responsibility is to manage the assets that are within your trust in ance with the trust document and the instructions that you gave within that document it is a financial role you want somebody that's trustworthy organized responsible they may be doing everything from day to day bill paying to filing tax returns to making investment decisions on your behalf and just like you could hire professional advice from a financial advisor or an accountant or a lawyer they can do the same things on your behalf so at the end of the day you want to make sure you pick a trustee that's organized responsible and you feel like has good judgment that they're going to make decisions that are in your best interest and in your beneficiary's best interest now many cl

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