Monthly Archives: September 2019
Passing of Accounts: The Under Utilized Release for Trustees
by Sarah ShipleyWills and Estates Lawyer since 2011 The passing of accounts refers to the formal process by which a personal representative, whether Estate Trustee, Trustee, Attorney or Guardian collectively referred to herein as a “Trustee”, presents the estate or trust accounts in the court approved format to the beneficiaries and the court.