Free, statute-anchored, for self-represented trustees
The Trustee Learning Center
Learn what Georgia law actually provides — in plain language, on the real statutes — before you decide anything. The library states the law and recommends nothing.
The guides
Getting started · 6 min read
You were named successor trustee. What does Georgia law expect?
Accepting the office, the duties from day one, the one 60-day notice, and the estate beside the trust.
Core duties · 6 min read
The duty to inform and account under Georgia law
The report on request, the accounting at least annually and its recipients, the waiver and the override, and the two-year period a report can start.
Core duties · 6 min read
Prudent administration and the prudent investor rule in Georgia
The standard of care, the prudent investor rule and diversification, the inception review, loyalty and impartiality, and discretion in good faith.
Distributions · 6 min read
Distributions, per stirpes and the contest period under Georgia law
The instrument's words first, Georgia's per stirpes division, the two-year contest period, the estate's claims and the beneficiary on public benefits.
Compensation · 6 min read
Trustee compensation under Georgia law: the branches and the statutory schedule
The instrument or an agreement first, then the statutory default — the receipt fee and the graduated annual fee — apportionment, extra compensation and expenses.
Working with others · 5 min read
Serving as a cotrustee in Georgia: unanimity, delegation and liability
Unanimity, ministerial delegation, a cotrustee's liability for another's breach, the vacancy, the directed trust, and the certification each trustee signs.
Working with others · 5 min read
Delegation and agents: what a Georgia trustee may hand off
Delegating investment and management functions, the care in selecting and reviewing an agent, employing professionals, the directed trust and dealing with third parties.
Records · 5 min read
Records and receipts: the Georgia accounting's foundation
The two statements an accounting contains, the court's schedules, principal and income, the delivery record and the portal's conditions.
Working with others · 6 min read
When beneficiaries disagree: a Georgia trustee's options
Information first, the nonjudicial settlement agreement, the court's instructions and accountings, removal, and what a breach of trust means.
Closing · 6 min read
Ending a Georgia trust: the accounting at termination and the distribution
The accounting at termination, distribution after the death and the contest period, the uneconomic trust, the court's modification and termination, and the final accounting.
The library, by question
What does the role ask of me?
Notices and accountings
Money: fees and costs
Timelines, property, and closing
Planning ahead? Our sister product
Need an estate plan, will, or trust? That's EstateDraft.
TrusteeClear administers what a plan creates. For making the plan itself, our sister product EstateDraft assembles self-help estate-planning documents from each state's own statutes and your own answers. It opens state by state, and its site shows which states are open.
Wills · revocable trusts · powers of attorney · health care directives — in the states EstateDraft serves.
Visit EstateDraft.aiEstateDraft is a separate TrusteeClear-family product with its own terms. Self-help software — general legal information, not legal advice.
- Going there sends nothing from TrusteeClear: not your Trust, your documents, your answers or your sign-in.
- Each sister platform has its own terms and its own account.
- Links open in a new tab. This page stays where you left it, and your TrusteeClear record stays here, unchanged.
The Learning Center is general information about Georgia law — not legal advice, and not a substitute for advice from a licensed Georgia attorney about your specific facts. TrusteeClear is software, not a law firm.