Keeping Your Trust Current
Life changes that should trigger review—and what trustee responsibilities mean over time.
← Back to Learning CenterWhen to review your plan
Marriage, divorce, new children or grandchildren, deaths of beneficiaries or trustees, major asset purchases or sales, and moves to a new state are common reasons to review.
Business changes, retirement, and long-term care needs may also affect your Trust Package.
Trustee responsibilities over time
Trustees manage property according to trust terms, keep reasonable records, communicate with beneficiaries when required, and act in the interests described in the document.
Successor trustees should understand their role before they need to serve—especially during incapacity.
Tracking status in your Client Portal
Use Trust Package Status in your Client Portal to follow attorney review, payments, and document delivery.
When your participating attorney authorizes updates, structured service requests may become available after your Trust Package is completed.
Ready to begin?
When you are ready, start your Trust Questionnaire in the Client Portal. PECA guides you through preparation, attorney review, and secure delivery of your Trust Package.