Trust Administration
Post-death trust administration workflows, not just one-off notice forms.
Statular helps attorneys collect administration facts, generate trust administration documents, organize trustee tasks, and prepare client-friendly materials after a settlor dies.
Post-death trust administration work has different pressure points than estate plan drafting. The attorney needs beneficiary data, creditor information, trustee details, asset inventory, deadlines, notices, receipts, and a way to keep the trustee oriented.
Administration-specific intake
Collect decedent, trustee, beneficiary, asset, creditor, and trust details through a workflow built for post-death matters.
Documents and task lists together
Generate administration documents while tracking the operational steps that need to happen after the drafts are prepared.
Client-friendly explanations
Prepare materials that help trustees and beneficiaries understand what the administration process is supposed to accomplish.
Workflow
How it works in a matter
01
Open a trust administration matter
Capture trust, settlor, trustee, beneficiary, and principal place of administration details.
02
Build the administration record
Collect asset and liability data, creditor details, deadlines, beneficiary addresses, and trustee instructions.
03
Generate and track the work
Prepare notices, receipts, educational summaries, accounting materials, and task lists for attorney review.
Supported workflow areas
- Notice to beneficiaries
- Creditor notice workflows where available
- Trustee and beneficiary intake
- Inventory, receipts, and distribution documentation
- Trust administration task lists and bookkeeping support
Good fit for
- Estate planning firms that also handle post-death administration
- Firms standardizing trustee onboarding
- Attorneys who want administration documents tied to matter data
Support