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Chapter 6

5% Complete

{X}

Lesson 20

Wrap Up

{X}

Lesson 19

Pay Debts and Creditor Claims

{X}

Lesson 18.7

A Few Other Things to Know

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Lesson 18.6

Pay-on-Death Assets

{X}

Lesson 18.5

Roth IRAs

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Lesson 18.4

Tax Deferred Retirement Plans

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Lesson 18.3

Pensions

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Lesson 18.2

Annuities

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Lesson 18.1

Life Insurance

{X}

Lesson 18

Collect Payables: Beneficiary & Pay-on-Death Proceeds

{X}

Lesson 17

Use a Probate Short-Cut (If the Estate Qualifies)

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Lesson 16

Open Probate (If Necessary)

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Lesson 15

Determine What Happens to Property Outside the Trust

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Lesson 14

Get Property Titled in Your Name as Trustee

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Lesson 13

Send Notifications of Death

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Lesson 12

Notify the Beneficiaries

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Lesson 11

Let the IRS Know You’re in Charge

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Lesson 10

Establish a Bank Account

{X}

Lesson 9

Get a Taxpayer ID Number for the Trust

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Lesson 8

Secure and Protect the Trust Property

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Lesson 7

Value the Assets

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Lesson 6

Find and Inventory the Trust Property

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Lesson 5

Register the Trust (Where Required)

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Lesson 4

Study the Trust Document

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Lesson 3

Find the Documents That Dispose Property

{X}

Lesson 2

Order Copies of the Death Certificate

{X}

Lesson 1

Getting to Work: A Checklist

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Lesson 2

7 min

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Life Insurance

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