I, as trustee for my mother's trust, am about to take care of the final distributions to the beneficiaries. Are there basic Receipt and Release forms that I can print out and have signed by the beneficiaries, or does our attorney have to prepare them?
Yes, I am sure that if you google, you will be able to find the forms for which you are looking. The question is though, are you able to review those forms and ensure that you are properly protecting yourself from future claims by a beneficiary who may later decided that he or she was actually entitled to more than received? If you do not believe that you can properly protect yourself as the trustee from future claims, it would be well worth the money to have an attorney do this.
This answer does not establish an attorney client relationship and is just my opinion based upon the limited facts presented.
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