My LifeCard Plan® & eStatePlanTM
Settling a trust estate can be a simple matter when the (successor) trustee is aware of the required procedures and has obtained all of the relevant information necessary for the estate settlement process. The eStatePlan platform provides a combination of implementation pages, funding ledgers, and dynamic features to help keep the Trust Estate settlement processing as simple as possible, especially if the Funding Kit was fully utilized.
The ESTATE SETTLEMENT PRIMER was created as an instructional to help any successor trustee become familiar with and to walk through the estate settlement processes. It also serves as a guide concerning how to use the estate-settlement-facilitation dynamics available through the eStatePlan platform. To access the Primer, download below: