Are your 1st and 2nd executors lawyers? If not (and maybe still, if they are), you might want to have them read through the documents to see if they understand them.
IMO, it's a bit weird that these trust docs are written in legalese, yet most of the successor trustees are not lawyers. When I got the trust documents for my parents, and my MIL/FIL, I had some learning to do. If the legalese is required, there ought to be a "guide for non-lawyers" included.
Who knew (not me!) that in a legal document the word "shall" means what most would call "must". It's supposedly not optional. But there were all these statements like "funeral expenses, blah, blah, shall be paid from the trust". Well, my MIL already paid for them with a check. Did she do something wrong? What are the consequences? Does it need to be un-done? Who would know/care? Who needs to be worried about these trivialities with everything else going on?
I've seen trusts (ours included, I need to get them re-done), with so much irrelevant fluff that needs to be gone through. Is this important? Sections about complex investments that the trustees would be "authorized" to use. Who needs that, just a simple "common man" investment approach is all that's needed. What does it mean? Is it just optional, FYI, or what? IMO, it's just fluff to pump up the volume of the document (all spit out by a computer) to impress people and think they got something really impressive to justify the fees.
Our MIL/FIL's lawyer actually admitted that he didn't know what a certain section of the trust meant, and he "wrote" it (a computer program he bought spit it out) some 20 years ago. Well, the executors/successor trustees are supposed to understand this for what may be more than 20 years, yet he can't explain it?
-ERD50