Losing both parents is a challenging time, and managing the family estate as the successor trustee can feel overwhelming—especially when sibling tensions arise. In this episode, Danette shares a step-by-step guide to settling an estate, from obtaining death certificates to distributing assets, and offers five practical strategies to ease sibling conflicts. With tips on fostering collaboration, maintaining open communication, and setting boundaries, this episode is designed to help preserve family relationships during a difficult process.
Check the show notes for helpful checklists and resources.…
Helpful checklists for Administering a Trust:
Death of a Family Member Checklist
Successor Trustee Tips
Survivor's Reminders: Death of a Spouse
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Connect with Danette Lowe, CFP®
https://linktr.ee/trunorthwealth
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