If you are the Successor Trustee responsible for administering a living trust after the death of the grantor or settlor, there are many steps you need to take to administer and settle the living trust. In most cases, successor trustees are surviving family members with no prior experience in trust administration. Hiring an attorney can be expensive, so any steps the successor trustee can complete without legal assistance will save money and preserve assets for trust beneficiaries.
Pennyborn.com's Successor Trustee Checklist is a free estate planning form designed to help a Successor Trustee complete trustee duties when the deceased had a living trust. This form provides an organized, step by step method of completing and recording the tasks of living trust administration. Download the Successor Trustee Checklist Form using the PDF icon below. Print as many copies as you need.
More Forms and Letters for Trustees
For more information on estate and trust administration, see our free trust administration guide and our free probate guide. If you need additional forms or letters for trust administration, see a list of recommended guides on our Books for Trustees page.
Please note: We do not provide legal assistance. If you require advice on probate, estate administration or settling a living trust, consult a lawyer licensed in the state where the deceased was domiciled.
