Your First 30 Days AS A TRustee

You've just been named Trustee of a Estate—perhaps after losing someone you love. The First 30 Days are the most intense!

While it may feel overwhelming, this free quick guide will walk you through your first 30 days step by step, day by day. You don’t need to know everything right now—you just need to know what to do next.

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.

**Fill out the form below for your First 30 Days as a Trustee Quick Guide.**

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At Trustee Guidance

we believe that

the First 30 Days as a Trustee should be easy!

Hi! I'm Laura. When I was named successor trustee of an estate after losing a very close relative, I was surprised and overwhelmed. I was grieving, responsible for my family's financial legacy, and completely unsure of what to do first.

I have been there.

I spent years navigating the process — making mistakes, learning from attorneys, accountants, and financial advisors, and eventually building a system that turned chaos into clarity.

Since then, I've guided over 100 women through their first 30 days as Trustee and beyond. I've seen what works, what goes wrong, and what keeps families together during the most delicate financial transition of their lives.

This isn't about finance. It's about stewardship — and honoring the trust that someone placed in you.

I am not an attorney or accountant. You should hire one! That's what I did. For everything else, Trustee Guidance.

For more resources and information or to work with me directly, click the link below.

Trustee Guidance