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Tag Archives: estate trustee

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  2. Entries tagged with "estate trustee"

Choosing the Right Estate Trustee

Concepts Newsletter, Publications, Summer 2011, UncategorizedBy Andrea KellyJuly 26, 2011Leave a comment

The Estate Trustee (also known as the executor) is the person appointed in an individual’s will to carry out the instructions in the will. As this role requires much time and effort, the person so appointed should be chosen with great care. The duties of an estate trustee include: arranging for the funeral and burial…

Applying for Probate: A Taxing Affair

Concepts Newsletter, Fall 2010, Publications, UncategorizedBy Andrea KellyOctober 8, 2010Leave a comment

The Certificate of Appointment of Estate Trustee (the “Certificate”) (formerly Letters Probate) is required by some third parties dealing with the executors and trustees in order to confirm the date of death and the executors’ and trustees’ authority to act. It is issued in both cases where there is  or is not a will. Before…

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