Trust Administration Process

4/19/2017 McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION. REAL ESTATE AND ELDER LAW ATTORNEYS • · . Step 7: Communicate with Beneficiaries Specific Bequests Timeline for when they will receive money or property Copy of relevant portions of trust instrument Who to call with questions McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION, REAL ESTATE AND ELDER LAW ATTORNEYS • • Step 8: Administer Trust Assets Review Trust for terms If the assets will need to be liquidated, work with the Trustee to put together a plan for liquidation Consult with professionals about unusual assets Always appraise real estate and collectible assets 24 24

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