Hi,
I act for an estate where the deceased was a sole trustee of a trust which owned real property. We have a deed appointing a new trustee and the property just needs to be transferred to the new trustee.
In the Workspace, do we need to disclose in the "participants" section that the proprietor is deceased and then add a participant, which is the executor, or just say that we act for them because we act for the estate?
