• Pre-Appointment Letter
• List of Documents needed for Initial Appointment
• Handout — "Terminating the Revocable Living Trust"
• Authorization Form for Release of Confidential Information
• Authorization Forms to Retain Other Professionals
• Authorization to Release Information to Beneficiaries
• Trust Termination Confidential Data Form
• Form SS-4, Application for Employer Identification Number
• Form 56, Notice Concerning Fiduciary Relationship
• Letter to IRS (enclosing Form SS-4 and/or Form 56, notifies IRS that the trust was a grantor trust created by the decedent)

• Trustee Removal or Resignation Form
• Waiver of Trustee’s Fees
• Letter to File Will with Probate Court
• Letter to Obtain Bond on Acting Trustee(s)
• Letter Requesting Death Certificate
• Letter to the U.S. Postmaster Requesting Forwarding Address
• Letters to Insurance Carriers
• Letter to Tax Professional
• Letter to Outside Counsel
• Letter to the Social Security Administration Notifying of Death
• Letter to Acting Trustee(s)
• Letters to Beneficiaries Explaining Steps Taken
• Notification by Trustee to Beneficiaries
• Notification by Trustee to Heirs/Others
• Letter to Trustee Enclosing Copies

• Offer to Sell/Notice of Exercise of Option
• Letter to Trustee with Offer to Sell
• Promissory Note
• Security Agreement
• Bill of Sale
• Warranty Deed
• Trustee Deed
• Schedule of Farm Personal Property Creditor Correspondence
• Letter re: Notice of Death to Health Services
• Notice to Creditors
• Letter to Court Filing Notice to Creditors
• Letter to Newspaper Requesting Publication
• Letter to Creditors Accompanying Notice
• Letter to Court Filing the Affidavit of Publication
• Letter to Creditors
• Letter to Court Filing the Allowance/Rejection
• Notice to Claimant with Copy of Allowance/Rejection
• Letter to Trustee(s) Enclosing Copies of Documents

• Letter to Institutions Requesting D.O.D. Information
• Letter to Decedent’s Employer Requesting D.O.D.

• Letter to Appraiser Requesting Appraisal
• Letter to Institutions Notifying of Trust Tax I.D. No.
• Letter to Trustee Enclosing Copies of Documents

• Letter to Title Insurer/Abstracter
• Cover Sheet to Include Legal Description of Real Estate
• Affidavit of Death
• Cover Letter to County Recorder
• Letter to Real Estate Attorney
• Letter to Trustee Enclosing Copies of Documents

• Letter to Trustee Re: Inventory
• Letter to Beneficiaries Re: Inventory
• Letter to Trustee Enclosing Copies of Documents

• Letter to Trustee(s) Requesting Activity for Specific Period
• Letter to Trustee(s) Requesting Final Activity
• Letter to Trustee(s) Re: Trust Accounting
• Letter to Beneficiary(ies) Re: Trust Accounting

• Letter to Tax Professional
• Letter to IRS filing final federal income tax return
• Letter to state filing final state income tax return
• Certification Cover Sheet
• Letter to IRS filing federal estate tax return
• Application for discharge of trustee from personal liability
• Letter to state filing state death tax return
• Letter to IRS filing federal fiduciary income tax return
• Form 8855, Election to treat revocable trust as part of an estate
• Letter to state filing fiduciary income tax return
• Letter to beneficiary(ies) accompanying Schedule K-1
• Form 2848, Power of Attorney and Declaration of Representative
• Form 4768, Application for Extension of Time to File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Tax
• Form 56, Notice Terminating Fiduciary Relationship
• Letter to IRS filing Form 56
• Letter to trustee enclosing copies of documents

• Qualified Disclaimer & Renunciation
• Waiver of Disclaimer
• Letter to trustee enclosing copies of documents

• Memorandum listing assets to be distributed into trust
• Form SS-4, Application for Employer Identification Number
• Form 56, Notice Concerning Fiduciary Relationship
• Letter to IRS
• Letter to trustee(s) regarding trust

• Letter to liquidate accounts
• Letter to life insurance companies
• Letter to transfer agent to sell securities
• Letter to stockbrokers to sell securities
• Receipts and Releases
• Letter to beneficiaries with receipts and releases
• Documents transferring assets (deeds, assignments, other documents necessary to transfer assets to beneficiaries)
• Letter to beneficiaries accompanying distributions
• Closing letter to trustee(s) with copies of pertinent documents

Inventory Report

Trust Accounting Report