Trustee Duties During a Settlor’s Incapacity
Duties and responsibilities of a living-trust trustee after the settlor becomes incapacitated.
The website is not kept up-to-date, and some information, memos, or forms may be out of date.
Carrying Out the Estate Plan
Educational resources for fiduciaries and families administering estates and trusts after incapacity or death.
Trustees and personal representatives have legal duties involving assets, beneficiaries, creditors, taxes, accounting, and distributions. The correct procedure depends on the governing documents, asset ownership, applicable law, and the circumstances of the estate or trust.
These PDF resources provide general background for trustees, personal representatives, beneficiaries, and families.
Duties and responsibilities of a living-trust trustee after the settlor becomes incapacitated.
Procedures for transferring a decedent’s assets when they do not pass by survivorship, beneficiary designation, or another nonprobate method.
What a court-appointed executor or administrator should—and should not—do during a Nevada probate administration.
Selected legal options that may allow an estate plan to be adjusted after death.
How certain joint trusts may need to be divided into multiple trusts after the first settlor’s death.
Duties and responsibilities of a living-trust trustee after the settlor dies.
Calculating beneficiaries’ shares when one or more beneficiaries received advance distributions.
An overview of licensed and unlicensed Nevada trust companies, including family trust companies.
Guidance for settlors and trustees managing irrevocable trusts, including irrevocable life-insurance trusts.
A Nevada small-estate affidavit concerning qualifying personal property—not real property. Statutory limits and requirements may change.