The Trust Account Opening Guide covers what a bank asks for when a trust account is opened or an existing account is retitled: the certification of trust, the trustee's identification, and whose taxpayer number the account carries.

Assets titled in the trust pass under the trust document without a court process. The Probate Decision Tool shows whether assets left outside the trust, such as an account still in the grantor's name, require probate in your state.

The Post-Death Tax Filing Guide covers the grantor's final return, the trust's income tax return once the trust becomes irrevocable, and any estate tax return that applies at the federal or state level.

The Trust Settlement Plan lays out the steps for your state: notices to beneficiaries, gathering and valuing assets, paying debts and taxes, accounting, and distribution. The State Estate Law Guide covers the trust code provisions those steps rest on.