When someone dies with a Trust, there will be no Probate. However, specific legal requirements must be addressed quickly for the estate to be settled with no delay in distributions.
When you choose to join the Vanguard family for this process, we will guide and direct you seamlessly through an experience that typically goes like this:
- Scheduling a meeting with an Attorney who will provide a comprehensive review of all Trust documents, answer questions and provide guidance to the Successor Trustee through the process.
- Filing of the original Will with the probate court in the county where they died.
- Providing proper notification to the Department of Health Care Services.
- Notifying the Franchise Tax Board (if necessary)
- Preparation of Affidavit of Death to transfer a California property
- Preparing a new legally-acceptable Certificate of Trust for the Successor Trustee.
- Preparation and mailing up to five statutory notices and copy of the trust to all beneficiaries
- Obtaining a new Tax ID for the Trust
- Creating one Small Estate Affidavit, as necessary
Without legal guidance, this process can be difficult, costly, time consuming and produce several negative results. At Vanguard, we can do everything for you. All you do is pick up the phone and we provide you comprehensive support throughout the entire process.
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