Here are some helpful resources. First is a video that recaps many of the issues discussed during the "signing" meeting when you signed all your estate planning documents. It's a great deal of information to take in during one meeting, so I made this video which reviews the most frequently asked questions about how to handle your estate plan. The information presented in this video discusses many of the issues addressed in the "Overview" section of your estate planning binder.
The second video discusses how to handle a trust after someone passes away. The video walks you through the process, first in general and then with some specific action items. We also offer consultations for Trustees who need some guidance as to what to do when someone passes away.
* NOTICE: LAWS CHANGE SO YOU SHOULD DOUBLE CHECK THE INFORMATION IN THESE VIDEOS