Free, statute-anchored, for self-represented trustees
The Trustee Learning Center
Learn what New York 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 New York law expect?
Taking office, the duties from day one, and the estate beside the trust.
Core duties · 6 min read
What does a New York trustee owe beneficiaries in information and accounts?
Information on request, the annual statements, and settling an account.
Core duties · 6 min read
What does prudent administration mean for a New York trustee?
The Prudent Investor Act, the initial assets, and the care no clause can waive.
Distributions · 6 min read
Distributions in New York: by representation, per stirpes, and the trustee's discretion
By representation and per stirpes, discretion, and distributing in kind.
Compensation · 6 min read
How is a New York trustee paid? The statutory commissions
The paying-out commission, annual commissions, and the annual statements.
Working with others · 5 min read
Serving as a co-trustee in New York: how decisions are made
Joint and majority action, the written dissent, and the surviving trustee.
Working with others · 5 min read
Can a New York trustee delegate? Agents, advisers and the duty of care
Delegating with care, paying advisers, and the court's review.
Records · 5 min read
Keeping trust records in New York: the ledger behind the statements
Separate property, two columns, and the statements built from them.
Working with others · 6 min read
When New York trust beneficiaries disagree: the trustee's position
Impartiality, the routes to court, and the record that answers them.
Closing · 6 min read
How a New York trust ends: the trustee's closing steps
By the terms, by consent, by the court — and the closing sequence.
The library, by question
What does the role ask of me?
Notices and accountings
Money: fees and costs
Timelines, property, and closing
The Learning Center is general information about New York law — not legal advice, and not a substitute for advice from a licensed New York attorney about your specific facts. TrusteeClear is software, not a law firm.