Centerbridge Law Group, PLLC | Law & Tax

You Just Became Successor Trustee. Start Here.

A free toolkit for your first year: the 10 steps in order, worksheets that do the math, and sample letters you can edit.

You said yes to the job, and now the bank wants paperwork, the beneficiaries want answers, and the IRS wants a return. This toolkit puts the work in order so you can protect the assets, keep a clean record, and pay out only when it's safe.

What you get

  • The guide (PDF, 15 pages): the 10 steps from the video, the tax setup, eight mistakes that create personal liability, a closing checklist, and a Washington supplement with the RCW citations.
  • The worksheets (Excel): contacts, asset inventory with totals, a ledger with a running balance, time and expenses, a decision log, and a tax calendar that estimates your deadlines from two dates.
  • The sample letters (Word): a first letter to the beneficiaries, a periodic update, a letter to a bank or brokerage, and an acknowledgment of distribution.

Get the toolkit

You'll get the toolkit by email, plus occasional emails from Centerbridge Law Group, PLLC on estates, trusts, and tax. Unsubscribe anytime.

Prepared by Centerbridge Law Group, PLLC. Presented by Edward J. Barton, attorney, CPA, and CFA charterholder.

Attorney advertising. This toolkit is general education, not legal, tax, or financial advice for your situation. Requesting or using it does not create an attorney-client relationship. Trust law is state law and differs from state to state; the Washington supplement applies only to trusts governed by Washington law. Deadlines and dollar figures change, so confirm each one before you rely on it. Please don't send confidential details by reply email.

Responsible attorney: Edward J. Barton, Centerbridge Law Group, PLLC, 1610 Commercial Ave, Suite 203, Anacortes, WA 98221.

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