Free Checklist of Estate Trustee's Duties

When someone dies, their real and personal property, called an "estate", must be managed by an estate trustee (commonly known as an executor (if there is a will) or administrator (if there is no will)). If you have been named the estate trustee of an estate, you are responsible for gathering, protecting and distributing the estate to those entitled.

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This checklist is intended to provide you with guidance on some of the steps you may need to take as an estate trustee of an estate.

 

To download our free Checklist of Estate Trustee's Duties, please fill out the form below.

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