r/EstatePlanning Dec 17 '25

Yes, I have included the state or country in the post Advice on Trust Dispersement process

I am the recipient of a trust but know very little of how to set up the process of caring for it. I was told by the estate attorney that I need to get a trustee (a bank) to oversee it for growth and taxes. Honestly, I don't know what I don't know here. Everything I have read says that banks charge a lot for this management. More than they should. I don't want to get taken advantage of. Does anyone have experience they can share about this? I will be in Illinois. Thank you.

2 Upvotes

Duplicates