Managing the estate of a loved one can feel overwhelming as you try to figure out your duties and the steps to take. There are two distinct roles: an executor is responsible for administering the deceased’s estate, while the trustee is responsible for running any trusts created in the will. Whatever role you have, you will be accountable for keeping complete and accurate records regarding your handling of it. The following checklist is designed to help you navigate the estate and trust administration process and understand what to do to settle your loved one’s estate in the days, weeks, and months after their death. Please consult with an estate attorney to make sure you have a complete understanding of all tasks that need to be undertaken.
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