Locate any keys in the decedent's home, including lockbox and safe deposit box keys. Check in desk drawers, envelopes in the closet or other hiding places the decedent may have used. Set aside the wall safe combination and any bank statements, attorney letters or other important documents you find during your search that may assist you in your duties as the legal trustee or executor.
Locate the decedent's lockbox and open it. Search for the original trust agreement, which should consist of white pages stapled to a blue paper backing.
Locate any wall safes in the decedent's home. Open the safe(s) using the combination if you have it. Search for the original trust agreement.
Locate the name and address of the decedent's bank from a recent bank statement. Take your copy of the trust agreement, a certified copy of the decedent's death certificate -- to which you will have access as the legally-appointed trustee or executor -- and the safe deposit box key to the bank. If any of the decedent's bank accounts are in the name of the trust, you can legally access them.
Locate the name, address and phone number of the decedent's attorney. Notify her of the decedent's demise. The attorney may have the original trust agreement.
- search and magnifier buttons. (with clipping path) image by Andrey Zyk from Fotolia.com