Agree with the others. The worst, IMO, are when beneficiaries are successor trustees, selling what used to be a parent's home. I've had some where the property was split between multiple trusts and/or beneficiaries were multiple trustees/trusts. For one in particular, I remember signing outside the successor trustee's office on the edge of a thankfully somewhat wide cement planter. Also took a couple of hours while she kept calling her CPA and/or Attorney. (That was a long time ago. I think I'd handle it a bit differently today.  )
Lately, though, I've been on a roll with some fairly simple packages. I don't want to jinx anything, but I'm hoping it's becoming a trend for escrow to send out tax forms in advance... |
