Tag

checklists

2 articles

What Does a Trustee Actually Have to Do? A Non-Legal Checklist

A practical, phase-by-phase checklist of the administrative tasks trustees face during estate settlement — no legal jargon, just what needs to get done.

May 1, 2026 Kyle Mahoney

The First 30 Days After a Death: Administrative Steps Most Families Miss

A timeline-based guide covering the critical administrative tasks in the first month after losing a loved one — and the ones that commonly fall through the cracks.

Apr 28, 2026 Kyle Mahoney