Trust Administration Process

McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION. REAL ESTATE AND ELDER LAW ATTORNEYS • Step 7: Communicate with Beneficiaries Letter to residuary beneficiaries Timeline for distribution/funding of the trust • Inventory of trust assets. • IRS Form W-9 and tax information • Copy of Trust Instrument • Who to call with questions McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION. REAL ESTATE AND ELDER LAW ATTORNEYS Step 7: Communicate with Beneficiaries Specific Bequests A gift of a sum of money or an item of property that is to be distributed to a named person or entity (like a charity) 4/19/2017 23

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