Notifying the Trustees After Someone Passes Away
There is a strict 60 day legal requirement after someone passes away that a formal notification be sent out to all beneficiaries.
Articles about Trustee Duties
Which Option Should You Choose IRA Distribution
Orange County Estate Planning Attorney Discusses Choosing IRA Distribution Method
Four Trustee Fee Provisions to Consider for Your Trust
Compensating trustees fairly is important to many people when creating their estate plan. There are several options for addressing Trustee fee provisions for your trust
Can a non-family member serve as the conservator of my loved one’s estate?
When a loved one cannot manage his or her own affairs, a conservator may be necessary. In some cases, non-family member serve as the conservator in this role.
Do I have to notify the Social Security Administration that my loved one has died?
After your loved one dies, Social Security benefits cease. It is the obligation of the person administering the estate to notify Social Security Administration.
Notifying the assessor’s office of the passing of a loved one who owned real property
If your loved one owned real property, or an interest in, not owned in the name of the Trust, then the Trustee must file an appropriate affidavit.