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Liz Weston: How do I ensure my trustee has quick access to short-term funds they’ll need when I die?
Liz Weston: How do I ensure my trustee has quick access to short-term funds they’ll need when I die?
Liz Weston: How do I ensure my trustee has quick access to short-term funds they’ll need when I die?

Published on: 09/06/2025

This news was posted by Oregon Today News

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Is it better to put my checking account into the name of the trust, or is it better to name the trust as the beneficiary of the account? (Getty Images)

Dear Liz: My friend died unexpectedly. I am helping her stepson, who is the successor trustee for her living trust, to get the estate settled.

News Source : https://www.oregonlive.com/business/2025/09/liz-weston-how-do-i-ensure-my-trustee-has-quick-access-to-short-term-funds-theyll-need-when-i-die.html

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