What Does Duty of Loyalty Mean for a Trustee?

Stepping into the role of Trustee for the first time can feel both meaningful and intimidating. You are taking on a job that carries legal authority, long-term responsibility, and a tangible impact on the people who will rely on you. Most new Trustees want to do the right thing, but they are not always sure what that looks like in practice. That is why these foundational rules matter. They answer the question, “What does Duty of Loyalty mean?”

They set the standard for what it means to act with integrity and to protect the intent of the person who created the trust.

To learn more, read Leigh's full blog.

Trustee Series: 6 Tips for Working Successfully with an Estate Planning Attorney

Serving as a Trustee can be an honor and a challenge. For instance, this may be the first time you have had to manage legal, financial, and administrative matters at this level. Even if it is not your first time, that does not change the reality that managing a loved one’s estate can be emotional, time-consuming, and overwhelming. As a result, it is not uncommon for Trustees to feel uncertain about where to begin or how best to collaborate with the professionals who will guide them through the process.

The following 6 tips for working successfully with an estate planning attorney offer practical guidance on working effectively—and efficiently—with your estate planning attorney and other professional advisors.

Attorneys, CPAs, and financial advisors each play essential roles in the proper administration of a Trust. However, working with these professionals requires clarity, respect, and communication.

To learn more, read Leigh's full blog.

Employee Spotlight:

Kellie Bright

Kellie Bright joined our firm as a receptionist in 2025 and has quickly become known for her warm, welcoming personality and genuine enthusiasm for helping others. She insists that enjoying what you do each day makes all the difference—especially when your role puts you among the first team members our clients interact with when they call or stop by our office.

Kellie’s duties include answering and returning calls or emails, welcoming guests, and ensuring you always leave our office feeling happy and valued. She brings over 10 years of clerical experience to the table. She was also a veterinary technician for five years.

To learn more, read Leigh's full blog.

Call Leigh Hilton PLLC today!!

Having a competent estate planner in your corner will help you and your family navigate the often overwhelming waters that come with protecting everything you own and everyone you love. That is our job, and we would like to think we do it better than anyone else. Please call Leigh Hilton PLLC, tel. 940-387-8800, so that we can help ensure you and your family are taken care of in the best way possible.

Leigh Hilton PLLC wants to be your first call every time for any estate planning needs. We look forward to serving you.

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ATTORNEY LEIGH HILTON

Leigh Hilton has helped over 8,000 families protect the assets that they leave to loved ones from divorce, creditors, lawsuits and predators. She has also helped over 600 families implement the plans that she has prepared after the death of a loved one and helped over 2,400 families implement the plans prepared by other attorneys. She is the author of the books “Who Gets Your Stuff When You Die” and “What Your Spouse Should Know if Something Happens to You” and a frequent speaker. She has given over 700 speeches to various organizations and groups. She would welcome the opportunity to meet with you to discuss how to protect your family.