How can we help? Call: 801-891-2145
 

Trustee and Personal Representative Services

Trustee and Personal Representative Services

The most important decision in preparing your estate plan is deciding who will be the trustee and/or personal representative ("PR"). The trustee and PR is the person who takes care of your final affairs and carries out your wishes after you have passed away (with the trustee also being involved during any period of incapacity). A trustee or PR can be held liable for his or her actions in administering the estate, so acting as trustee or PR requires a high degree of responsibility and competence.

A trustee has a duty to manage the assets of the trust according to the laws of the state and terms of the document. The trustee must take possession and maintain control over the trust property without commingling it with the trustee's own individual property. The trustee must keep the beneficiaries informed about the administration of the trust and the disposition of any trust property. The trustee must also treat the beneficiaries impartially and manage the assets of the trust prudently. Many of these same duties apply to a PR of an estate. In most cases, the trustee and PR is the same person.

It is often beneficial to appoint a professional trustee and PR to administer the estate if family members lack the time, competence, fairness, or willingness to do so. A professional trustee and PR is not emotionally involved and is more likely to administer the estate in an impartial manner. A professional will also be able to competently manage a variety of complex scenarios which can arise. In addition, a professional will ensure that the terms of the trust and applicable law are followed precisely.

Hadfield Law Firm provides services as a professional and impartial trustee or personal representative. Contact us today to learn more.

Hadfield Law Firm, PLLC on facebook
Hadfield Law Firm, PLLC on linkedin
Hadfield Law Firm, PLLC on yelp
Hadfield Law Firm, PLLC on facebook Hadfield Law Firm, PLLC on linkedin 
Review:
" My husband and I went in to meet Matt after being recommended by another attorney. We went in not knowing much about estate planning. He taught us so much, he’s..." read more
- Bailie
 
Review:
"Professional in every way!..." read more
- Marc Payne
 
Review:
"I worked with Matt in 2015 to help me understand and administer my father’s trust. I needed reliable and honest expertise in Arizona since I reside in a neighboring state...." read more
- Tamora
 
Review:
"Creating a Living Trust is a difficult task and can be very challenging. I had the pleasure of working with Matt who not only took the time to explain everything,..." read more
- Tanya
 
Hadfield Law Firm, PLLC 5 out of 5 based on 4 ratings.
Hadfield Law Firm | Preserving your legacy - Building your trust | Lehi, UT
5 out of 5 stars My husband and I went in to meet Matt after being recommended by another attorney. We went in not knowing much about estate planning. He taught us so much, he’s very patient and caring and willing to answer endless questions and to explain things we knew nothing about. Our experience with Matt made us feel prepared and reassured that he will continue to be there for us when we need help. We also felt our purchase was a great deal and he offered different payment options. And again he could have tried to upsell us and get us to spend more money for “important” reasons and never tried that once. I would absolutely hire Matt again and I’m so grateful we met him and got to achieve our goals with an honest and helpful person.
Hadfield Law Firm | Preserving your legacy - Building your trust | Lehi, UT
5 out of 5 stars Professional in every way!
Hadfield Law Firm | Preserving your legacy - Building your trust | Lehi, UT
5 out of 5 stars I worked with Matt in 2015 to help me understand and administer my father’s trust. I needed reliable and honest expertise in Arizona since I reside in a neighboring state. Matt’s experience and guidance was instrumental in helping me understand and execute the trust. He assisted me every step of the way, explaining and re-explaining (when necessary), administering paperwork, and providing references to contractors and service providers so that I could complete tasks quickly. I am grateful for his counsel during my time of need. I would fully recommend Matt and his team for anyone needing estate or trust assistance.
Hadfield Law Firm | Preserving your legacy - Building your trust | Lehi, UT
5 out of 5 stars Creating a Living Trust is a difficult task and can be very challenging. I had the pleasure of working with Matt who not only took the time to explain everything, but also explained various options in an effort to accomplish what I needed. He is a great communicator, explains things well, and listens to your needs. He's very professional with a warm personality, maintains his commitments and is very knowledgeable in his field. His honesty and desire to assist provided me comfort and made me feel very satisfied with the overall outcome. I highly recommend Matt for any estate planning you might be considering. His qualifications and performance are truly excellent.