The Post-Death First 90 Days Trustee Toolkit is designed to help trustees navigate the most time-sensitive and high-risk phase of trust administration. It provides a clear, organized framework for establishing authority, securing assets, meeting early deadlines, and beginning beneficiary communications in a defensible way.
 
Included Documents:
Immediate Post-Death Action Checklist – Identifies urgent tasks and deadlines that must be addressed in the days and weeks following death.
Trustee Intake Checklist – Guides the formal transition into trusteeship and helps set up administrative systems.
Trust Bank Account Setup Checklist – Supports opening and managing a dedicated trust bank account to establish clean financial controls.
Asset Inventory Worksheet – Organizes trust assets to support valuation, management, and future accountings.
Beneficiary Notification Letter – Provides a professional template for notifying beneficiaries of trustee appointment and rights.
Beneficiary Notice Tracking Log – Documents when and how required notices are sent to support statutory compliance.
Debt & Expense Tracking Log – Tracks early administrative expenses and creditor issues to prevent missteps and liability.
 
Ideal for use immediately after a death, this toolkit helps trustees act methodically during a stressful transition and establish a solid foundation for ongoing trust administration. All documents are provided in fillable PDF format for easy electronic completion and recordkeeping.