Are there a support groups for new successor trustees/executors?

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superdaughter Asked March 2014

Are there a support groups for new successor trustees/executors?

i am thankful for the support from this group as i struggled with caring for my 94 year old father with dementia. He passed on last month. that is a big adjustment too. besides it being so quiet in my house now, i am overwhelmed with the trust. and how to proceed. te trust use my fathers ein# not sure ow to change that. and stocks and bank accounts need so much information.... whoa wish i had experience with this stuff

Financial Planning

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score 1 · Answer 1

I found a site on the bar ass'n. with guardianship guides for all states. See americanbar.org/content/dam/aba/uncategorized/2011/2011_aging_gship_st_hbks_2011.authcheckdam.pdf

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Not sure if you have figured this process out, but you will need to get a new EIN number from the IRS. You can do this online. Managing a trust is a long process. I hope all is going well.

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score 1 · Answer 3

Go to the bank with proof you are the Executor. Most banks have a Trust Department and can assign you an account manager to help you. If you have a personal attorney, ask him if he handles Estates and if he can connect you to a CPA for help with tax returns for the Estate.

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Are there a support groups for new successor trustees/executors?

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