• Skip to primary navigation
  • Skip to content
  • Skip to primary sidebar

Farmers and Merchants Trust Company

Trusted since 1920

Main navigation

  • About Us
    • Our History
    • Who We Are
    • Our Team
    • Contact Us
  • Locations
    • Long Beach Office
    • Laguna Hills Office
    • Torrance Office
    • Santa Barbara Office
    • Newport Beach Office
  • Services
  • FAQ
  • Community
  • Login
    • Login
    • Sign Up

August 25, 2017

What Does The Trustee Do At Death?

  • Contacts attorney to review trust and process
  • Keeps beneficiaries informed
  • Puts together team of advisors
  • Inventories assets, determines current values
  • Makes partial distributions if needed
  • Collects benefits, keeps records, files tax returns
  • Pays bills, does final accounting
  • Distributes assets to beneficiaries as trust directs

Primary Sidebar

Services

  • PERSONAL TRUST MANAGEMENT
  • INVESTMENT MANAGEMENT
  • CHARITABLE TRUST MANAGEMENT
  • FOUNDATION & ENDOWMENTS
  • AGENTS FOR TRUSTEE
  • IRA & EMPLOYEE BENEFITS
  • REAL ESTATE MANAGEMENT
PRIVACY POLICY | TERMS OF USE
Copyright © 2021 - F&M Trust
A message from F&M Trust President regarding the Coronavirus.
Read More