S
superdaughter Asked March 2014
Are there a support groups for new successor trustees/executors?
Follow
Share
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
This question has been closed for answers. Ask a New Question.
3 Answers
pamstegma Jul 2014
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
Helpful Answer (1)
Report
Hopeless Jul 2014
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.
Helpful Answer (0)
Report
pamstegma Mar 2014
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.
Helpful Answer (1)
Report
This question has been closed for answers. Ask a New Question.
Popular Questions
- I'm afraid my sister is trying to steal all of my mom’s money by being on joint accounts with her. What can I do to protect my mom?
- What is the reasonable amount for a child to receive as payment for caring for their elderly parent?
- How to tell my sister that I should be paid or get more than 1/2 of the inheritance for taking care of mom?
Ask a Question