What to Expect in the First 30 Days as A Trustee
You are the Trustee of a Family Trust. Now What?
You’re suddenly the main character in the Family Estate drama. And while there’s no script, there is a timeline.
What does the first 30 days as a Trustee look like? What should I do first?
I created a free 5-page quick guide outlining the first 30 days and what to expect.
The New Trustee's Guide!
The First 30 Days as a Trustee
Extended Guide
By the end of this guide, you will know what to expect in the first 30 days as an Executor or Trustee of an Estate and what questions and concerns you should ask the professionals, such as an estate attorney or a CPA.
I will provide some insights on possible issues to look out for and a timeline, so you will not feel like you are drowning.
This 17-page downloadable PDF breaks down the First 30 Days.
What to Expect in
the First 30 Days as a Trustee:
What the Professionals Don't Tell You
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Congratulations! You’ve just been named Trustee.
This book is the practical, plain-English guide for the rest of us. Inside you’ll find:
A realistic day-by-day plan for the first 30 days so you know what actually needs attention (and what can wait until next month)
You don’t need to become an estate expert overnight. You just need a clear starting point and a few honest answers.
From “Wait… I’m in charge?” to “Okay, I’ve got this.” Your first 30 days start here.
What to Expect in the First 30 Days as a Trustee: What the Professionals Don't Tell You
by Laura Elliott
Check out my book!
The Trustee's Guide to Trust Administration:
Managing an Estate Trust with Confidence and Clarity
by Laura Elliott
You have been appointed a Trustee. Now What?
This book guides you through a general timeline of the COMPLETE PROCESS of Trust Administration, not just the first 30 Days.
I'm Laura and I will guide you through the essential duties of a Trustee and empower you to honor your family's legacy without the stress.
If you’ve been named a Trustee, you’re likely searching for answers to questions like: What does a Trustee actually do? How long does the trust administration process take? How do I avoid family conflicts?
While attorneys handle the legal paperwork, I help the 70% of trustees who struggle with the actual day-to-day administration of the estate. I empower affluent women to move from confusion to clarity by mastering the "human" side of the job—from beneficiary communication to hiring the right professionals. I am not an attorney or a CPA, I share my experiences.
I have been there.
Work With me
Navigating Trust Administration
Most women facing estate administration feel like they’re drowning in a sea of legal jargon and high-stakes pressure, but complexity is the enemy of execution. You don’t need more information; you need a breakthrough in confidence.
While others focus only on the "what," I empower you with the "how"—the leadership, communication, and project management skills required to honor your family’s legacy without losing your peace of mind. It’s time to stop reacting to the chaos and start leading with certainty.
What's covered in the coaching program:
"What do the First 30 days of the Trust Process look like?""
"Top Ten Mistakes Trustees make-And how to avoid them."
"How long is this Trust process going to take?" "Do I need a lawyer or CPA right away for the Trust?" "What if I don't have one?"
"Am I personally liable if something goes wrong in the Trust process?"
"Can I be paid for Trust administration duties, education, and travel?"
"What steps do I take to administer a trust?" "When and how do I notify beneficiaries?"
"Do I have to file taxes for the Trust?"
"How do I value and distribute assets?"
"What records do I need to keep? For how long?
"How do I avoid conflict with beneficiaries?" "How do I handle requests for early distributions?"
"How do I coordinate with advisors?"
"What’s the timeline for closing a Trust?"
While it may seem overwhelming at first, I am here to guide you every step of the way.
I will never ask you detailed personal or financial questions. We will deal in "general terms" like "bank", "investment", "sister", and "attorney", not who or what are those specific names. It's not necessary and it's for your protection.
Success Stories
Before I started working with Laura, I felt overwhelmed with all the confusing aspects of executing a trust. My mom had just died after a long illness. The guidance and support I received made things so much easier. I was able to use the time on the attorney's billing clock very efficiently.
Caroline D.
I met Laura when I almost backed into her car at a gas station. I was so distracted with my mom's recent death, that I was not paying attention. When I got out of the car to apologize, she was so gracious. I explained why I was distracted and she gave me her card, told me that what she does: helps people organize estates and deal with all the non-legal stuff. And there was a lot of non legal issues. Family in-fighting about money, I didn't have an attorney that was familiar with the estate. I didn't know what to tackle first. Laura helped me prioritize the most important things.
Daniel S.
I was at a point of extreme frustration. My father died suddenly, and I was appointed the executor of his Trust. I was a working, single mom with a child, grieving the loss of my dad, and I was completely lost about where to even begin. You don't know what you don't know. Laura provided me with tools, resources, and advice from her experiences to help me facilitate the trust and to finish my role as a daughter strong.
Dana P.
Work With me
You're Not Alone: Expert Support for Your Journey
Trying to figure out everything about trust administration on your own can be incredibly isolating. It feels like a burden only you can carry, and finding reliable answers can be a huge challenge.
But here's the secret: you don't have to go it alone. Imagine having a trusted guide by your side, connecting you with the right experts and providing clear, actionable advice whenever you need it.
My support ensures you're empowered with the knowledge and resources to make informed decisions, transforming your trustee experience from a lonely struggle into a well-supported and ultimately successful endeavor.
My services include basic education on trust execution and one-on-one sessions to discuss your unique situation, completely confidential.
Blog posts
"How long is this going to take?"
Most Trustees have a job, family, and a life, when someone close to them dies and they are appointed the Trustee. After final arrangements, the first 30 days are the busiest. If your loved one didn't have things organized, you will tackle that first. Then meeting with the estate attorney (or hiring one) and the tax accountant. Any messy issues from missing documents to frantic beneficiaries to monthly bills will emerge during this time. You can delegate to relatives and turn a lot over to the attorney and accountant. Which is great!But the first 30 days as a Trustee is spent gathering documents and accounts and filing paperwork. Basically compiling a complete inventory of debts, assets, bills, and property.
March 2026
"Can I be paid for this?"
Yes, you can be paid to administrate a Trust. The scope of pay, reimbursement for expenses, any educational expenses, and any travel expenses will be outlined in the Trust document and state law. So ask your estate attorney. In most Trust documents, the Trustee is the overall administrator, tasked with doing what is directed by the Grantor. Just like an attorney or accountant would get paid for their tasks relating to the legal and accounting aspects of the Trust process, you can get paid. However, for transparency and legal liability, make sure to document everything and have a set timeline for when you bill the Trust and get paid. I would suggest clearly outline to beneficiaries what you are doing, the time, travel, and energy involved, so they understand exactly how much you are really doing. This is a part-time or full-time job for a while. If you are doing it, it is probably way less an hour than what the attorney would charge for non-legal tasks.
November 2025
FAQS
Why Trustee Guidance?
Streamline this process in the time it takes to drink your morning cup of coffee. Ok, maybe two cups.
My resources and experience can help you organize paperwork and communicate efficiently with all your advisors. The Trustee Guidance Coaching Program is designed to assist Trustees with common pitfalls, fast track asset and expense organization with useable tools. Plus learn how to best communicate with professional advisors and beneficiaries.
Trustee Guidance vs. Estate Attorney or Tax Accountant
But, Laura, the estate attorney will handle everything.
While estate attorneys, tax attorneys and accountants play critical roles in navigating the legal complexities of estate and tax matters, they do not handle every aspect of estate settlement. Trustees are responsible for gathering necessary documentation, managing assets, paying bills, and communicating with various professionals, including estate and tax attorneys.
My comprehensive approach helps alleviate the stress of managing various responsibilities and ensures a smoother, more efficient process, avoiding common pitfalls.
Family members and beneficiaries will back you 100% in every decision you make, because you are in charge of the Trust.
In reality, executing and managing a Family Trust can often lead to disagreements among loved ones, especially during an emotionally-charged time. Differing opinions, personal interests, and misunderstandings about the Trust Grantor's intentions can all contribute to tensions.
Trustee Guidance's Coaching Program provides practical strategies and empathetic support to help Trustees manage family dynamics effectively. My services assist with clear communication, transparency, and conflict resolution, ensuring that you can honor your loved one’s legacy while maintaining family harmony.
Disclaimer:
Trustee Guidance does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. Clients should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
