Service
Trust Administration
When someone you love has died or can no longer manage their affairs, the successor trustee steps in. We guide you through each duty, in order.
Who it helps
- Successor trustees who have just stepped into the role
- Co-trustees and family members helping them
- Families whose plan was prepared by our office
The process
- Inquiry and attorney review
- Gathering the trust and the assets
- Required notices to beneficiaries
- Accounting and paying final expenses
- Distributions to beneficiaries
- Closing the trust
What to prepare
- A copy of the trust and any amendments
- Death certificate, or the incapacity documentation
- Recent statements for accounts and property
- Names and contact details of the beneficiaries
Your next step
Tell us your role and the date, and pick a time to talk with Attorney Perkins.
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