You were named Trustee. Nobody told you what comes next.

760 ILCS 3/813.1(d)(1)(A) · 90 days

Tell the beneficiaries you've accepted

Within 90 days of accepting the trusteeship, the trustee notifies each qualified beneficiary of the acceptance and of the trustee's name, address and telephone number.

Mapped to your timeline, with reminders before day 90.

760 ILCS 3/813.1(b)(1) · 90 days

Notify the beneficiaries the trust exists

Within 90 days of the trust becoming irrevocable — usually at the settlor's death — each qualified beneficiary is told the trust exists, that they may request a complete copy of the trust instrument (or the portions that concern them), and whether they have a right to trust accountings.

Prepared from your answers as a self-help form — you sign it and send it.

760 ILCS 3/813.1(b)(2) · At least annually

Account to the beneficiaries

At least once a year and when the trust ends, the trustee sends a trust accounting — the trust's property, liabilities, receipts and disbursements, including the trustee's own compensation, and the closing values — to the current beneficiaries and the presumptive remainder beneficiaries.

The accounting's contents, built from your ledger as you go.

1

Upload the trust

AI organizes what the document says with source references for you to check and confirm.

2

See every duty and date

Your Illinois duties are mapped to a clear timeline — the two notices, the annual trust accounting — with reminders before anything comes due.

3

Take each step, guided

Clear information for every step, a documented record as you go, and everything ready to bring to a licensed Illinois attorney of your choosing whenever a legal judgment is needed.