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Settlor and Trustee Instructions for Revocable Trust - Virginia

Settlor and Trustee Instructions for Revocable Trust - Virginia 2025

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The document provides comprehensive instructions for Settlor and Trustee regarding the management of a Revocable Living Trust. It outlines the roles and responsibilities of the Trustee, including asset management, revocability, accounting duties, and procedures to follow upon the death of the Settlor. The document emphasizes the importance of proper estate planning to avoid probate, manage assets effectively, and ensure beneficiaries receive their intended inheritance. It also includes guidance on handling personal data for death certificates, notifying relevant parties after a death, and maintaining organized estate records.

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What does a trustee do in a revocable trust?

Not Protected from Creditors Revocable living trusts are not protected from creditors, so if you owe money to a company, the IRS, or another entity, this wont shield you from collection efforts.

What are the duties of a trustee of a revocable trust?

64.2-751. Unless the terms of a trust expressly provide that the trust is irrevocable, the settlor may revoke or amend the trust.

Who is the settlor in a revocable trust?

A settlor is the entity that establishes a trust. The settlor goes by several other names: donor, grantor, trustor, and trustmaker. Regardless of what this entity is called, its role is to legally transfer control of an asset to a trustee, who manages it for one or more beneficiaries.