Implementing an Estate Plan? You Will Need Multiple Copies of the Death Certificate.
To implement an estate plan, you need multiple copies of the death certificate. This certificate can be obtained through the Clerk-Recorder’s Office.
Articles about Administer a Trust
Need an Estate Tax ID Number? You Have Several Options.
After your loved one passes, the estate must have its own tax ID number. Obtaining a tax ID number is a relatively straightforward process.
How to Pay Estate Taxes During a Trust Administration
When a fiduciary must file an estate tax return, it is not always clear which funds should be used to pay the tax. Read more here about nine options for paying the tax.
What information is needed in the trustee acceptance form?
To open or update a trust bank account, you need a form that shows you are the new trustee. This trustee acceptance form must contain specific information.
Three Ways to Get Your Questions Answered If You Are a Successor Trustee
Wondering how to get the information that you need to do a good job as a trustee? Find out three important resources that can help you.
Give Notice to a Trust When Administering a Probate Estate
If assets are left to a trust under a will, a probate must be started. Proper notice must be given to the interested parties. Learn more here.