Trust Administration
Losing a loved one is a sad and difficult time for family, relatives and friends.
We are here to guide you through the process step by step and
make settling a trust and estate manageable and less stressful.
Step 1:
Meet and talk to an attorney
Walkthrough our step-by-step process
Gather trust and asset information
Receive our trustee handbook and checklist
Sign Certificate of Trust authorizing the Trustee to act
Connect with a CPA to get a tax identification number for the trust
Step 2:
Notify heirs and beneficiaries
Schedule critical dates and deadlines
Sign and record Affidavits and Certificates for real estate
Gathering assets and pay final expenses of the estate
Sign small estate affidavits as needed to gather assets left out of trust
Set dates for check-in meetings with your trust attorney
Final review
Transfer of real estate and other assets to trust beneficiaries
Establish trust funds as needed
Work with a CPA to file the trust and estate tax returns