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Settlement Checklist1. Beneficiaries & heirs Notification1. Omitted family members 2. Disputes pending 3. Improper Notification can lead to being kick out of office or trustee liability 2. Trustee Compensation 1. Usual & customary rates 2. Record keeping 3. Delegation to 3rd party professional 3. Creditors 1. Paid? 2. Known/ surprises 3. Successor trustee is responsible 4. Can cut off with legal notices 4. Accountings – or waivers 5. Receipts for gift 1. Personal Property Gifts 2. Real Property Gifts 3. Properly calculated 6. Income/Estate taxes 1. 1041 + 541 + K1 form filings 2. Successor trustee is responsible Click to Purchase Estate and Trust Settlement Forms or Services |
| Our Office helps people throughout the greater Orange County area and across Southern California (CA). From our centrally located office in Laguna Hills, we represent people in Orange County: Aliso Viejo, Anaheim, Brea, Buena Park, Costa Mesa, Cypress, Dana Point, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, La Habra Heights, La Palma, Laguna Beach, Laguna Hills, Laguna Niguel, Laguna Woods, Lake Forest, Los Alamitos, Mission Viejo, Newport Beach, Orange, Placentia, Rancho Santa Margarita, San Clemente, San Juan Capistrano, Santa Ana, Seal Beach, Stanton, Tustin, Villa Park, Westminster, and Yorba Linda, CA., and many other areas surrounding Orange County, CA, including San Diego, Riverside, San Bernardino, and the Inland Empire. Regardless of which Southern California city you live in, please do not hesitate to call us for a free consultation. |