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Trust Administration Worksheet basics

A Trust Administration Checklist and worksheet can help you if you've been put in charge of someone's estate. There's a lot to take care of when you're handling an estate: managing wills, notifying beneficiaries, and gathering paperwork. A Trust Administration Worksheet helps you stay on top of things.

Use the Trust Administration Worksheet document if:

  • You're the executor of an estate.
  • You need to get beneficiaries and finances in order.
  • You want to make sure you have the right documents.

You probably don't think much about handling an estate until you have to, but even so, a Trust Administration Worksheet can help when you ever need to. Make sure all the paperwork is handled; what documents do you need to organize and who's responsible for what? Your top priorities are probably beneficiaries and finances, but where do you start? Using a worksheet can help you compile and organize the important information in a single place. Our worksheet can be used as a trust administration checklist, which can provide a helpful tool during this tough time.

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Sample Trust Administration Worksheet

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