Estate Planning & Medi-Cal Planning Experts
Trust Administration
Estate Planning & Elder Law Attorneys in Encino, California
Elder Law Services of California – Encino Law Office
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Checklist of 10 Trustee Duties and Responsibilities for Trust Administration:
- Obtain death certificates of the decedent
- Locate the Will and file with your local probate court
- Notify Social Security
- Notify the Department of Health
- Identify and locate Trust beneficiaries
- Notify the Trust beneficiaries and provide a copy of the Trust
- Inventory the Trust Assets and get them appraised
- Obtain a Taxpayer Identification (EIN) Number
- Set up a record-keeping system for accounting
- Pay outstanding debtsPlease note, this is not an exhaustive list.
Please note that this is not an exhaustive list
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