Blog
March 25, 2022
https://youtu.be/0UL6qsSon1s Trust Accounting Trust accounting is a detailed record, a financial story, that includes information about [...]
January 31, 2022
https://youtu.be/DTzcsW8dlL0 How to Pay Bills As a Trustee As a trustee, you've taken on many important tasks. You can handle [...]
January 20, 2022
A trust appraisal is crucial for fair asset valuation and estate planning. Learn the 4 key reasons for appraising trust assets to ensure accuracy. Get the facts now.
December 27, 2021
Get clear answers to what does it mean to liquidate assets as a trustee, plus practical steps for selling trust property and handling distributions.
November 11, 2021
A successor trustee must collect assets left outside a trust. Learn how to handle bank accounts using a small estate affidavit or probate. Get the steps now.
October 27, 2021
An account trustee's guide to managing bank accounts and investments. Learn the steps for collecting assets and handling joint or POD accounts. Read our guide now.
October 12, 2021
A personal property trust helps manage assets without a title, like furniture or jewelry. Learn how it works to protect your belongings. Read our simple guide.
September 30, 2021
Learn how a personal property trust helps trustees collect and manage titled assets, from vehicles to valuables, while keeping the process clear and simple.
July 7, 2021
Lawvex Clovis provides expert estate planning, trust administration, and litigation. Protect your family’s future and secure your assets. Schedule a consultation.
June 4, 2021
Get the facts on how to access your SSN trust account, plus clear steps for trustees to manage real estate, bank accounts, and personal property in a trust.