Episode Details

In this episode, I'm diving into one of the most important — and often misunderstood — parts of estate planning: choosing the right successor trustee. This isn't about who gets your assets. It's about who gives them out, and whether they're equipped to do it properly, fairly, and without conflict.

I explain:

• What a trustee is actually responsible for after you pass

• Why I don't serve as a trustee for my clients — and why your lawyer probably shouldn't either

• A real story from a client who realized too late that naming their attorney as trustee didn't feel right

• Better options to consider: adult children, trusted friends, professional fiduciaries, or banks

• How separating the roles of legal advisor and trust administrator helps your family avoid conflict

If you've already set up a trust, this is a great reminder to check who you've listed as trustee. If you haven't, this is the kind of thing that can make or break your estate plan.

📍 I'm Michael Pevney, an estate planning attorney in Orange County, California. I help families across the state protect their assets, avoid probate, and create peace of mind through clear, customized estate plans.

💻 Need help reviewing or updating your plan?

Book a free strategy session at: https://www.ocestateplanlawyer.com

📍 Pevney Estate Planning, PC

25201 Paseo de Alicia, Suite 140, Laguna Hills, CA 92653