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Free, statute-anchored, for self-represented trustees

The Trustee Learning Center

Learn what Michigan 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 Michigan law expect?

Accepting the office, the duties from day one, the two 63-day notices, and the estate beside the trust.

Core duties · 6 min read

The duty to inform and report under Michigan law

Who is kept informed, the 63-day notices, information on request, the annual report and when it may be waived.

Core duties · 6 min read

Prudent administration and investing under Michigan law

The Michigan prudent investor rule, impartiality, loyalty and its presumptions, and how discretion is bounded.

Distributions · 6 min read

Distributions, "per stirpes" and "per capita at each generation" in Michigan

What Michigan's statutes say the distribution words mean, and the periods a trustee reads before distributing.

Compensation · 6 min read

How a Michigan trustee is paid

Reasonable compensation, the court's adjustment, the advance notice of a change, reimbursement and the report.

Working with others · 5 min read

Serving with co-trustees in Michigan

Majority decisions, participation, delegation with notice, written dissent, and separate trusteeships.

Working with others · 5 min read

Hiring help: delegation, agents and trust directors in Michigan

Delegating investment and management, employing professionals, and working under a trust director.

Records · 5 min read

Records and receipts: what a Michigan trustee keeps

Adequate records, separation, the trust's name on the accounts, and the report that rests on them.

Working with others · 6 min read

When beneficiaries disagree: Michigan's options

Settling by agreement, going to the probate court, removal, remedies and the time limits.

Closing · 6 min read

Ending a trust under Michigan law

When a trust ends, the small-trust termination, distribution and the reserve, the proposal and the final report.

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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.

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EstateDraft is a separate TrusteeClear-family product with its own terms. Self-help software — general legal information, not legal advice.

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The Learning Center is general information about Michigan law — not legal advice, and not a substitute for advice from a licensed Michigan attorney about your specific facts. TrusteeClear is software, not a law firm.