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The Ultimate Estate Planner, Inc.
212 Yacht Club Way, Suite A-7
Redondo Beach, California 90277
If a client insists on naming an adult child as a Successor Trustee, this Successor Trustee Manual is a goldmine!
I find the Trustee Manual to be very complete. I have been saving articles relating to how to proceed as a trustee for our daughter’s guidance, but it has grown to quite an intimidating, unorganized mess! This Trustee Manual is the perfect replacement! Thank you very much.