Trust Administration Process

McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION. REAL ESTATE AND ELDER LAW ATTORNEYS Step 3: Discover & Marshall the Assets • Real estate tax records • Title searches • Have mail forwarded • Check email • State unclaimed property https://icash.illinoistreasurer.gov/ McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION, REAL ESTATE AND ELDER LAW ATTORNEYS • • Step 3: Discover & Marshall the Assets Appraise real estate Date of death values for all assets Get Taxpayer Identification Number for Trust. Use IRS Form SS-4. Apply online at IRS.gov Get title commitments on ALL real estate 4/19/2017 13

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