Why it’s important to notify your successor trustee

It is highly recommended that you notify your successor trustee and invite them to create an account with Dynasty. This helps us to properly identify them immediately and will allow us to easily contact them with next steps if you pass away or become incapacitated.

This step significantly reduces the potential for fraud since we will have a pre existing relationship with your designated successor before anyone else can try to commit fraud by claiming that they are your successor. We will know exactly who to work with and how to contact them.