What do I need to do as a Trustee?
- Take care of yourself and family
- Seek advice from CPA, financial planner, estate attorney, insurance
- Death certificate, Trust documents, Trustors mailing address
- Obtain EIN number
- Obtain Trust certificate
- Notify beneficiaries
- Control assets in the home
- Contact Trustors employee benefit provider and social security department
- Time of death appraisal