Estate administration is often thought of as a long and confusing process with very little direction. While that may be the experience for some, it no longer has to be that way. At Trustate, we have created six distinct phases of estate administration that allow a professional to work through an administration in an organized, systemized, and process-efficient manner that reduces errors and creates a better experience for clients. Trustate's six-phase model provides a comprehensive and structured approach to estate administration, helping to ensure that all relevant aspects of the process are taken care of in a timely manner. Below are the six phases of Trustate’s estate administration process.

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• Phase One: Estate Opening
  

• Phase Two: Asset & Liability Discovery

• Phase Three: Asset & Liability Management

• Phase Four: Payments & Taxes

• Phase Five: Distributions

• Phase Six: Estate Closure, Settlement and Final Distributions

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Use the links above for more information on each of these important phases in the process.