Trust Administration Checklist for trustees. Identify all interested persons, including heirs, successor trustees, current & remainder beneficiaries.
onduct a thorough search for all estate planning documents. Look for all current and revoked wills, pour-over wills, trusts, powers of attorney, trust amendments and restatements, trust schedules, trust asset lists, and deeds to trust property. Put all documents in order based on date of execution.
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