Ask Terry Questions Trust Checklist to give your executor?

Trust Checklist to give your executor?

By Terry Savage on November 25, 2025 | Financial Planning / Retirement

Do you have a “Trust Checklist” that I can give our executor so they know what they need to do (like a road map of sort) and what agencies to contact? We want to avoid them having to hire an attorney as that is one of the reasons we have a Trust.

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