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Trust Administration Guide
Welcome to Pennyborn’s guide on how to administer a trust. Whether you are looking for a checklist of trustee duties, information on personal liability, the basics of estate administration, helpful forms for trustees, or links to trust law sources, our free Trust Administration Guide is a great way to get started, especially if this is your first time serving as trustee. Browse the index below.

Trust Administration Overview
For Trustees
Glossary of Estate Planning, Trust, and Probate Terms
Checklist for Trustees
Forms for Trustees
How to Open a Trust Account
Finding an Attorney
Tax Returns Due for the Deceased
Debts of the Deceased
Inheritance Taxes
Estate Taxes
Trust Accounting
Trust Transfer Deeds
Trust Companies
Books for Trustees
Understanding Different Types of Trusts
Trust Law Sources
Living Trust Guide
Will and Trust Disputes
How to End a Trust After Administration
Debts Owed to Deceased by Heirs and Beneficiaries



Trust Administration Manuals
By learning the basics of trust administration, you can save money, even if you plan to hire a lawyer or trust company. If you are administering a living trust, we recommend The Trustee's Legal Companion: A Step-by-Step Guide to Administering a Living Trust.

For trustees administering other types of trusts, The Complete Book of Trusts, 3rd Edition is one of the most comprehensive guides. Both books are affordable and well worth the investment.



 
Trusts in Estate Administration
If you are a successor trustee appointed to administer the estate of a grantor or trustor, see also:

Estate Administration

Free Probate Guide

Site Map 

 

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