Trust Administration Process

McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION. REAL ESTATE AND ELDER LAW ATTORNEYS • Step 3: Discover & Marshall the Assets Get title commitments on ALL real estate Pitfall: Sometimes clients will have done intervening deeds or changed ownership. ALWAYS get a title commitment! McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION, REAL ESTATE AND ELDER LAW ATTORNEYS • Step 3: Discover & Marshall the Assets Establish a bank account for the Trust Make sure the trustee understands that they must keep an accurate accounting and keep the trust assets separate from their own Trustee should provide account statements to the attorney 4/19/2017 14

View entire presentation