Trust Administration Bundle

What’s Included:

✔ Trust Administration Fee Agreement
Outlines the scope of representation, statutory and hourly compensation, client duties, and lien provisions.

✔ Trustee’s Duties & Responsibilities Letter
Attorney-drafted client letter that educates your trustee on their legal obligations, recordkeeping expectations, and the importance of compliance with Probate Code §16062.

✔ Trust Administration Accounting Spreadsheet
An Excel-based accounting tool with built-in formulas to track trust receipts, disbursements, and distributions—perfect for client-side tracking or attorney-prepared trust accountings.

✔ Notification by Trustee (Probate Code §16061.7)
Required legal notice to beneficiaries and heirs, formatted to include proof of service and compliant with California law.

✔ Trust Administration Client Questionnaire
Comprehensive intake form to collect decedent info, trust details, asset data, and next steps—all in a professional format suitable for client-facing intake.

✔ Cover Letter to Franchise Tax Board
Satisfies Probate Code §9202(c)(1) by formally notifying the FTB of the settlor’s death and providing the opportunity to file claims.

✔ Cover Letter to Department of Health Care Services
Fulfills Medi-Cal estate recovery notice obligations under Probate Code §9202, confirming notice was given and enabling proper claims response.

✔ Cover Letter to Superior Court (Lodging the Will)
Professional letter to lodge the original will with the court, even in trust-only administrations, to comply with Probate Code §8200.

✔ EIN Instructions
Step-by-step visual guide for attorneys or staff to assist trustees in obtaining a tax ID from the IRS for the trust estate.

✔ Final Trust Administration Report with Distribution Documents
Includes a clean, professional Final Report summarizing the trust administration, accompanied by a distribution cover letter to beneficiaries and a signed receipt template for acknowledgment. Excellent for recordkeeping and final closure.

Why Attorneys Use This Bundle:

✅ Built for Legal Professionals – Not a DIY kit. This is a back-office and client-facing document set for attorneys handling real-world trust administrations.
✅ Attorney-Drafted & Court-Appropriate – Every document reflects the standards of experienced California estate planning counsel.
✅ Streamlines Workflow – Save time at intake, stay compliant, and maintain professional communication throughout the administration process.
✅ Bundle & Save – All 9 documents for $100, compared to $125 if purchased individually.
✅ Fully Editable – Delivered in Word, Excel, and PDF formats so you can easily tailor them to your firm’s workflow.

📥 Instant Download – Fully Editable & Ready to Use
Set your clients—and your firm—up for a smooth trust administration. Download the Trust Administration Bundle today.