Legacy offers a standard packet of settlement documents to customers which includes: Updated Certification of Trust, Affidavit of Death of Trustee, Letters to Beneficiaries & Heirs, Notice to Creditors, Acknowledgment of Receipt of Inheritance by Beneficiary. Please have your clients complete a "Settling the Estate packet" with you and attach the decedent's death certificate and copies of deeds along with it. The Settling the Estate packet must be completed in its entirety when it is submitted.
If the client has an A/B trust, Ed Pernal will discuss their options with them regarding an A/B split or revoking the B provisions. The A/B split or B revocation will be billed separately.
If the client's settlement requires in-depth assistance they will be referred to Ed Pernal who will deduct any fees which were paid to Legacy from his bill.
NOTE: Due to our high volume of inquiries on settlement documents, you or your client MUST submit an email address to receive their documents or else they will be automatically referred to Ed.
