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   Inheritance Transfer Plan

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Inheritance Transfer Plan

  Critical Timeline for Inheritance Transfer
Code: 1CTFIT
Price: $1,000.00
Quantity in Basket: none
The most important thing for trustees, executors and beneficiaries to do after the funeral of their parents and before seeing an estate attorney. Provide the date of death, deceased's domicile state and deceased's name. We will then outline the deadlines for all trust, estate, deceased tax returns and other regulatory dictated tasks. This will enable the trustee / executor / beneficiary to effectively manage the process crossing over different professionals such as estate attorneys, fiduciary accountants, real estate brokers, appraisers, bankers, brokers, insurers, etc. Further, it provides an objective framework for all to work from. It minimizes lawsuits and family feuds due to misunderstandings of when distributions are viable.