The Trustee's First 90 Days
You just got named trustee. Nobody handed you a manual. This checklist is the manual — week by week, exactly what to do to stay compliant and avoid personal liability.
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The Trustee's First 90 Days
A week-by-week compliance checklist
Why the first 90 days matter more than you think
Most trust problems don't start with bad intentions. They start with missing records. A distribution that never got documented. A meeting that never got minuted. An account that got commingled because "it was easier that way."
Trustees are personally liable for mismanagement. No records = no defense.
Courts don't care if you're honest. They care if you have records.
Every entity under the trust needs its own records — not just the top-level trust.
A complete roadmap from day one to month four
Week 1: Read the trust instrument, identify beneficiaries, map existing accounts
Weeks 2–3: Map all entities, confirm signatories, document authority
Weeks 4–8: First formal meeting, draft minutes, create distribution policy
Weeks 9–12: Build the system — calendar alerts, annual reviews, commingling checks
Month 4+: The ongoing discipline — annual meetings, quarterly reviews, solvency checks
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