Description
This is an informational booklet intended for trustees about the administrative and tax requirements when a death occurs. These comprehensive, easy-to-read booklets have many uses, including: mail them to trustees providing them with an opportunity to read about the trust termination process, display them in your reception area for reading material, mail to other clients you have served who would benefit from your expertise, share them with potential referral sources and distribute them to beneficiaries to give them an overview of the process and of the benefits of your trust termination services.