Post-Mortem Checklist for Standalone IRA Beneficiary Trusts

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This is a checklist that can be found in both the Estate Planning Forms Bundle and the IRA Trust Bundle, it is to be used in the post-death administration process of an IRA Inheritance Trust® (or a standalone IRA Beneficiary Trust). This helps make sure that you know what tasks need to be done by certain deadlines following the death of the Trustor.

Includes: Modifiable Microsoft Word form, plus Instructions for Use.

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