I was told that you must submit paperwork like investments & bank statements, addresses of those named in a trust within 9 month

Question

I was told that you must submit paperwork like investments & bank statements, addresses of those named in a trust within 9 month

Anonymous Jul 3, 2015 10 views 3 answers

of the date of death. What happens if you miss that nine months deadline?

Richard Price · Accepted Answer · 2026-06-15T15:16:25+00:00

Excellent advice from Mr. Shields. I would add that you want to keep the beneficiaries informed with what's happening. If there's a delay, let them know.

Arnold Cohen · Accepted Answer · 2026-06-15T15:16:25+00:00

It would be wise for the successor trustee to consult legal counsel regarding the trustees responsibilities and how to perform them if the trustee is not already expert in those matters. Estate planning lawyers typically can give that advice. You might also post your question under "Trusts".

I was told that you must submit paperwork like investments & bank statements, addresses of those named in a trust within 9 month

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