Description
Grab the free 48-Hour Checklist for Trustees 👉 https://enduringlegacymentors.com/l/trustee-checklist
Being named trustee sounds like an honor. Then someone dies, and you find out you're personally on the hook for every dollar you hand out too soon.
In this video, Seth Kniep breaks down the #1 mistake that gets trustees sued: paying beneficiaries before the debts and taxes are settled.
You'll see what happened to one trustee who lost her own house paying back a $127,000 IRS bill, and the six-step order of operations that would have protected her.
What you'll learn in this video:
🌳 Why the IRS almost always gets paid before your beneficiaries do
🌳 The exact 6-step order every trustee must follow before distributing a single dollar
🌳 How to legally handle creditors and calendar your tax deadlines
🌳 What to say to beneficiaries who are pressuring you for their money now
🌳 How long settling an estate really takes (it's longer than you think)
🌳 The one sentence that protects you if a beneficiary threatens to sue
Whether you've just been named trustee or you're the one asking someone else to take on the role, this is the training nobody gives you before it's too late.
Apply for Estate Plan Consultation → https://enduringlegacymentors.com/apply
💎 Why Enduring Legacy Mentors? 💎
1. Done in 7 business days.
2. We teach you how to fund your trust.
3. We train your trustee.
4. Unlimited revisions for 365 days.
5. Attorney-drafted & customized to your situation.
6. The FULL plan. (7 documents)
Disclaimer: This video is for educational purposes only and does not constitute legal, financial, or tax advice. Every situation is unique. Consult with a qualified attorney, CPA, or financial advisor before making any decisions about your estate plan or assets.