Learn What It Means to Serve as a Successor Trustee
If you have been named as a successor trustee in someone’s estate plan, you may have questions about what that role actually involves, when your responsibilities begin, and what you may need to do when the time comes.
Join Clark Peshkin for a free Successor Trustee Webinar designed to help successor trustees better understand their role, their responsibilities, and the important steps involved in administering a trust.
This informative session will take place virtually over Zoom, allowing you to join from the comfort and privacy of your home. This is a Zoom webinar, meaning your camera will not be on and you will not be visible to other attendees. You’ll be able to watch a live presentation and have the opportunity to submit questions throughout the session.
Once you submit the form, a member of our team will reach out to confirm your registration and provide you with the Zoom link and instructions for joining.
Date & Time
August 18th, 2026 at 6:00 p.m.
Location: Zoom Webinar
What You’ll Learn
What a successor trustee is
Understand what it means to be named as a successor trustee, when your role begins, and why this position is an important part of an estate plan.
Your responsibilities as trustee
Learn about the general duties of a trustee, including managing trust assets, communicating with beneficiaries, following the terms of the trust, and keeping proper records.
What happens when the trustor passes away
Get a clearer understanding of the steps that may need to be taken after someone passes away, including gathering important documents, contacting the appropriate professionals, and beginning the trust administration process.
What happens if the trustor becomes incapacitated
Learn how a successor trustee may become involved if the person who created the trust is no longer able to manage their own affairs, and how the trust may work alongside other estate planning documents.
Important documents and information to locate
Find out what records, documents, account information, and contact details may be helpful to have organized before they are needed.
Common mistakes to avoid
Learn about common issues successor trustees may face, including poor communication, missing documents, confusion about trust terms, delays, and failing to get proper guidance.
Working with attorneys, financial advisors, and other professionals
Understand when it may be helpful to involve legal, financial, tax, or other professional support during the trust administration process.
What to expect next
Get a practical overview of what the road ahead may look like, so you can feel more prepared if and when you need to step into this role.
Registration Form
Please be sure to provide your name and contact information when completing the form. This ensures our team can reach out and send you the correct Zoom link to join the session.
When you attend the webinar, your name will not be visible to other participants, allowing you to join privately.
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