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Trust Administration Worksheet






When to use Trust Administration Worksheet

If someone very close to you has passed away or you have been asked to serve as a trustee for someone’s estate, you may understandably be feeling overwhelmed by the sheer number of tasks that need to be completed in order to get the affairs of the deceased in order and the terms of the estate’s trusts to be properly fulfilled. Thankfully, there are a number of excellent resources available designed to help trustees, surviving spouses, surviving adult children and estate administrators complete these tasks effectively, efficiently and in an organized fashion. Especially if you were very close to the deceased, you likely need time to process your grief and are feeling weighed down by all the legal, financial and practical matters that need to be addressed now. Using a trust administration worksheet will help you to create an easily accessible reference tool that will allow you to quickly process which urgent, somewhat urgent and non-urgent tasks have been completed and which tasks still require your attention. That way, you can prioritize your time and efforts wisely as you navigate the emotionally exhausting process of grieving.

Overview

If you are unsure of how to organize the assets, accounts, debts, property, finances, digital accounts and documentation related to the administration of a deceased individual’s estate generally and/or trusts specifically, this worksheet can help you to organize and process that wealth of information effectively. Similarly, you can use this sheet to track which people, businesses, organizations and creditors have been notified of the deceased individual’s passing. Having a quick and handy reference for this information may prove invaluable as you begin the process of sorting through the affairs left behind by your loved one.

Alternative Names

Trust Administration Checklist
Trustee Administration Checklist
Trustee Administration Worksheet
Trustee Worksheet
Trustee Checklist
Probate and Estate Administration Worksheet
Probate and Estate Administration Checklist