Estate Planning: The Trustee's Role Explained

What happens when you’re named the trustee of a loved one’s estate? In this episode, wealth advisor Heather Deaton and estate planning attorney Phil Remmers break down the trustee’s role and explain how to navigate the responsibility with clarity and confidence.

Phil Remmers of Kramer‑Maltoff brings more than 25 years of estate planning experience to the conversation. Together, he and Heather walk through the practical steps every trustee must address—from gathering documents and organizing assets to managing real estate, distributing personal property, and working with advisors.

Listeners will also learn how to choose the right trustee, what qualities matter most, and how to prepare loved ones in advance. Phil explains trustee liability, communication best practices, and how to wrap up an estate cleanly through accountings, receipts, releases, and final tax filings.

To learn more about Phil Remmers and his work, contact him at [email protected] or 262‑542‑4278.

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ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: www.ellenbecker.com/

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies do not imply endorsement by Ellenbecker Investment Group.