BobKamman
Level 15
Monday
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It shouldn't take more than half an hour to figure out if the trust directions were followed when the first spouse died. If the trust says split it in half, resulting in two halves, look at the first returns filed after the year of death and figure out who got which half. Then it might take 4-5 hours explaining to the survivor that it was all a big mistake from the day they walked into the office of the trust salesman.