Why should full information about a clients affairs be reported to The Public Trustee?
Unless The Public Trustee has full knowledge of the client’s affairs, (including assets, income, debts and other responsibilities), it is impossible to administer the client’s estate properly. In many cases, clients cannot adequately describe their affairs so information must be gathered from other sources, especially close relatives or friends. Whenever possible, a questionnaire designed to obtain this information is sent to a close relative or friend. Prompt completion and return of this form will greatly help the administration of the client’s estate, as will prompt reporting of any asset owned by the client.
Related Questions
- Why are reimbursements for Out-of-Pocket Expenses relating to a minor sent to the Public Trustee, when it is the parent who has paid for the expenses?
- What happens if The Public Trustee sells real or personal property that a client has left to someone in his/her Will?
- Why should full information about a clients affairs be reported to The Public Trustee?
