Trust Administration video
One swimlane plan for the trustee, beneficiaries, accountant, appraisers and attorney, every task cited to the trust or the statute, and every lane moved the day a notice is served. 1:14
What the film shows
Takes a trust from the grantor's death to final distribution: notices, valuation, allocation
Agents read the trust and cite every clause, build the duty plan as a swimlane for five parties, draft each notice with its clock and move every lane when it is served, gather date-of-death values, propose the allocation into sub-trusts and draft plain letters to beneficiaries. The attorney approves, the trustee signs and decides, and the paralegal approves every letter.
Transcript
- Trust Administration takes a trust from the grantor's death to final distribution, for trustees.
- In California, serving the trustee's notice starts a 120-day contest window.
- Helen Amesbury's 7.4 million dollar trust: five beneficiaries, sixty-one tasks, five parties, each with its clause.
- Victor signed the notice this morning, after Lydia approved its draft.
- Paloma mails it April 2: the window opens, and distribution moves to August 1.
- Appraisals set the values, and the allocation agent proposes three sub-trusts.
- Families get plain letters, and Victor approves every distribution.
- Every duty and date, with its clause, on one plan for five parties.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.