We recommend: Printing at least one copy for your trust. Additional copies printed or emailed to each Successor Trustee is beneficial.
Successor Trustee Guide PDF Trust Funding Instructions UPDATED FEB '09
After your documents are signed, steps are STILL NEEDED to complete transfer of assets into your living trust.
Otherwise assets may not be distributed as intended and potentially be subject to probate.
Trust Instructions PDF
Contact info for Beneficiaries, Successor Trustees & Power of Attorneys UPDATED AUG '08
Make it easy for people named in the trust to contact each other. List names, phone numbers, home and email addresses.
Recommended self-review: Annually
Save file to your computer
Enter your information and save
Print and place near front of estate planning binder
MS Word Excel Blank PDF Easy-update Asset & Liability Checklist
UPDATED AUG '08
Imagine yourself the Successor Trustee of your estate, responsible for collecting assets, paying debts and distributing the estate. How time-consuming would that be?
Simplify the task for your Successor Trustees by preparing an asset checklist. Neither Four Peaks Planning, Inc. nor your Successor Trustees receives a copy.
Recommended self-review: Semi-annually
Save file to your computer
Enter your information and save
Print and place near front of estate planning binder
Successor Trustee Guide
Contact info for Beneficiaries, Successor Trustees & Power of Attorneys
UPDATED AUG '08
Imagine yourself the Successor Trustee of your estate, responsible for collecting assets, paying debts and distributing the estate. How time-consuming would that be?
Simplify the task for your Successor Trustees by preparing an asset checklist. Neither Four Peaks Planning, Inc. nor your Successor Trustees receives a copy.
Recommended self-review: Semi-annually
