Not Sure What to Do After a Loved One Passes?
Being named as a trustee can feel overwhelming, especially while you are grieving. You may be responsible for locating important documents, identifying trust assets, contacting financial institutions, communicating with beneficiaries, and determining when distributions can be made.
You do not have to handle everything at once, and you do not have to figure it out alone.
Our Trust Administration Checklist provides a practical starting point to help you get organized and understand the steps that may come next. It includes guidance on the documents to gather, the people and institutions to contact, the records to maintain, and the questions to bring to your consultation.
Use this checklist to prepare for a conversation with an experienced trust administration attorney and move forward with greater confidence.
Get Guidance Through the Trust Administration Process
Every trust administration is different. The trust terms, assets, debts, tax requirements, beneficiaries, and timing of distributions can all affect what you should do next.
The attorneys at Nirenstein, Horowitz & Associates, P.C. can help you understand your responsibilities, review the trust documents, address important deadlines, and guide you through each stage of the process.
You do not need to wait until every document has been located. A consultation can help you determine your next best step.
Call (860) 548-1000 or contact us online to schedule a consultation with our team.
( By appointment only )