Task 6 of 9

Read and understand any trusts

Part of: Obtain and Review the Latest Will and Living Trusts

As with a will, the language in a trust can be complicated. Use our glossary to help understand commonly used terms, as you’ll want to truly understand what you read in a trust document and grasp all key terms within it.

In the cases of trusts, it is fair to assume that an attorney (and probably an accountant) was engaged to help create the trust. You’ll want to reach out to those professionals and engage them if you have any questions whatsoever during this process. If you have already engaged an estate attorney and/or an accountant, they also can assist you in the interpretation of these documents as many are similar in terms of format and language.

Previous Task Back to Plan Next Task

This feature isn't included in your free plan.

Upgrade your plan to unlock every feature.

Pro Plan

$8 per month*

Access to 100+ step custom plan
Track progress in completing your duties
Create and manage personal property inventory
Create and manage financial asset inventory
Access executor forms and templates
Discounted legal services
Save on tools to manage online accounts
Priority 24/7 customer support

*Billed yearly at $96. Cost is typically reimbursable by the estate.