The first weeks
Handle any trusts
If they had a trust, the trustee named in the trust document manages distribution to beneficiaries according to the trust's terms. Trusts usually skip probate entirely, but the trustee still has legal duties.
What you'll need
- The trust document
- A certified copy of the death certificate
Get help with this
Why we recommend EstateExec
EstateExec can track trust assets alongside the rest of the estate. Sunset can find accounts the trust holds, at no charge.
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EstateExec
Step-by-step software that guides you through settling an estate, with built-in estate accounting.
Need help with this step?
Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.
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