Getting to Work: A Checklist
7 min
Establish a Bank Account
Let the IRS Know You’re in Charge
Notify the Beneficiaries
Send Notifications of Death
Get Property Titled in Your Name as Trustee
Determine What Happens to Property Outside the Trust
Open Probate (If Necessary)
Use a Probate Short-Cut (If the Estate Qualifies)
Collect Payables: Beneficiary & Pay-on-Death Proceeds
Life Insurance
Annuities
Pensions
Tax Deferred Retirement Plans
Roth IRAs
Pay-on-Death Assets
A Few Other Things to Know
Pay Debts and Creditor Claims
Order Copies of the Death Certificate
Wrap Up
Find the Documents That Dispose Property
Study the Trust Document
Register the Trust (Where Required)
Find and Inventory the Trust Property
Value the Assets
Secure and Protect the Trust Property
Get a Taxpayer ID Number for the Trust
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Course Materials
Course Outline
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