  
    Timeline
    Key Actions
  
    Immediately (First 1–2 Weeks)
    Locate the trust document, confirm the successor trustee, obtain certified death certificates, and secure property and important assets.
  
    First 30 Days
    Notify beneficiaries, gather financial records, identify trust assets, and open a trust bank account if needed.
  
    30–90 Days
    Inventory and value assets, pay final expenses and valid debts, and manage or prepare any real estate or property for transfer or sale.
  
    3–6 Months
    Handle tax filings, maintain records, and prepare an accounting of trust activity for beneficiaries.
  
    6–12 Months
    Distribute assets according to the trust instructions and complete final administration.

Basic Trust Timeline

A typical trust administration timeline is about 6–12 months, during which the trustee gathers and values assets, pays debts and taxes, manages or sells property if needed, and distributes the remaining assets to beneficiaries according to the trust instructions. Get our trust checklist by contacting us.