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Trust Administration Checklist | Legacy Lawyers

Trust Administration Checklist | Legacy Lawyers

Submitted by • April 27, 2020

Trust Administration Checklist for trustees. Identify all interested persons, including heirs, successor trustees, current & remainder beneficiaries.

onduct a thorough search for all estate planning documents. Look for all current and revoked wills, pour-over wills, trusts, powers of attorney, trust amendments and restatements, trust schedules, trust asset lists, and deeds to trust property. Put all documents in order based on date of execution.

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Voted by watson2366

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