Hello,
My mother recently passed and she has documents like a will and living trust leaving everything to my sister and I in equal amounts. We have many of her accounts and passwords since she was thoughtful enough to leave a paper with all that documented, and we can see that we are the beneficiaries on almost all of these accounts.
My question is, is the trustee (neither me or my sister are trustees, a close family friend is) responsible for sending out the death certificates and documentation to these accounts (retirement, checking and savings) or can I just get that done as the beneficiary? I feel like I'm getting some conflicting information on this.
Thanks in advance, let me know if there's additional information I can provide.
Submitted December 16, 2020 at 08:56PM by ChaosHat https://ift.tt/3ns6yag
