Trusts
Contact the successor trustee and the attorney who administered the trust; funded trust assets may avoid probate
Some steps differ by region inside the country.
Where
The estate attorney who drafted it, the successor trustee, and the financial institutions holding trust accounts.
How
Look for a trust document, a certification of trust, or account statements titled in the name of a trust.
Call the estate attorney, who almost always retains a copy.
Identify the successor trustee named in the document, since that person now administers the trust, not an executor.
Check which assets are actually titled in the trust, because assets never retitled into it still go through probate.
What to bring
A certified copy of the death certificate
The trust document and any amendments
Your identification as successor trustee
This is practical information, not legal, medical, or financial advice.