Trust Administration
Managed, concise trust administration.
- Accountings (simple- to mid-range)
- Affidavit of Change of Trustee
- Affidavit of Death of Trustee
- Asset Collection Worksheets
- Assignments
- Authorization to Disclose Financial Information
- Certification of Trust
- Client correspondence
- Court Supervised Petitions
- Creditor Notifications
- Distribution Schedule
- Grant Deed
- Inventory and/or Property Appraisal
- IRS Forms (SS-4 & W-9)
- Notification by Trustee
- Notice of Death of Real Property Owner
- Notice of Proposed Action
- Notice to Department of Health Care Services
- Notice to Franchise Tax Board
- Parent/Child Exclusion Form
- Preliminary Change of Ownership Report (PCOR)
- Receipt on Distribution
- Small Estate Affidavit
- Trust Transfer Deed
Trust Administration
Driven by detail. Defined by excellence.