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Trust Administration
Turn to Kathleen in your time of need! Let her help you gain the peace of mind that comes from legally managing your trust assets.
Documents to Bring
Documents to Bring to Your Appointment
Death Certificate (if available)
Trust and any Amendments
Decedent’s most recently filed federal and state tax returns
List of names and dates of birth of spouse, children, and beneficiaries
Assets titled to the Trust
Assets payable to beneficiaries
Assets not titled to the Trust or payable to a beneficiary
Motor vehicle titles
List of creditors
Bills
Business documents showing ownership interest
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