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.
Kyle Mahoney
Tag
estate settlement
3 articles
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.
Kyle Mahoney
How Estate Settlement Operations Support Differs from Legal Advice
Understanding the difference between what an attorney does and what an administrative settlement operations firm does — and why trustees need both.
Kyle Mahoney