Why I Won't Be Your Trustee — And Who You Should Choose Instead
Passing It On: Estate Planning for Families · Michael Pevney
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Show Notes
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:
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What a trustee is actually responsible for after you pass
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Why I don't serve as a trustee for my clients — and why your lawyer probably shouldn't either
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A real story from a client who realized too late that naming their attorney as trustee didn't feel right
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Better options to consider: adult children, trusted friends, professional fiduciaries, or banks
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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