Understanding Successor Trustee Support with RJP Estate Planning

Most families choose a successor trustee who has never handled a trust before. We guide them step by step so nothing is missed and your wishes are carried out smoothly.

Introduction to Successor Trustees

A successor trustee steps in when the original trustee can no longer serve, because of incapacity or death.

The trustee follows the trust, manages assets responsibly, and distributes property to the right beneficiaries. Typical tasks include:

• Collecting and safeguarding accounts, property, and valuables.
• Paying valid bills, debts, and expenses.
• Handling paperwork and tax filings.
• Transferring assets to the beneficiaries named in the trust.

This is a fiduciary role, which means acting in the beneficiaries’ best interests. See A.R.S. § 14-10802 and trustee powers in A.R.S. § 14-10815.

What Successor Trustees Really Face

Most successor trustees have no prior experience, yet they must juggle deadlines, legal rules, and family expectations.

That pressure can feel overwhelming. Mistakes, like missing a tax deadline or distributing assets too soon, can create delays, extra costs, or personal liability for the trustee.

Solid guidance keeps the process on track and reduces stress for everyone.

How RJP Estate Planning Supports Your Trustee

With every estate plan we create, successor trustee support is included at no extra charge.

When the time comes, our team meets with your chosen trustee, explains each step, and answers every question. We help with the practical details, like what documents to gather, which institutions to notify, how to keep records, and when to make distributions. Your trustee does not have to guess.

We stay available by phone, in person, or virtually until the trust is fully settled and your family feels secure. With RJP, your trustee never handles this alone.

Peace of Mind for Your Family

Planning ahead is not only about documents, it is about making sure the people you trust are never left stranded.

By choosing RJP Estate Planning, you give your family the assurance that when the trust must be carried out, your successor trustee has steady guidance and your legacy is protected.