top of page

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

Ready to Get Started?

© 2025 Kathleen A Nielsen Law

Viewing this website does not create an attorney/client relationship. Emailing the attorney or firm from this website does not create an attorney/client relationship. The material contained herein is general legal information and not advice. Kathleen A. Nielsen, the lawyer in this firm is admitted to practice law only in the State of Arizona. Graphics and pictures are our property. Please don’t use it without our prior permission. We may change our terms and conditions any time. If we do, then you’re bound by those changes whenever you visit our site.

bottom of page