What documents are needed to cash in a trust?

To cash in a trust associated with a preneed funeral contract, specific documentation is required to ensure that the trust is accessed legally and appropriately. The most critical documents include a certified copy of the death certificate, which serves as official proof of the individual's passing. This document is essential as it confirms that the trust's beneficiary has indeed died, which is often a prerequisite for accessing the funds.

Additionally, the terms of the preneed contract are necessary to clarify the details of the trust, including any stipulations regarding the disposition of funds, and to ensure that the trust is being handled according to the deceased's wishes. This document outlines the services and products agreed upon and confirms the amounts funded into the trust.

Furthermore, any balances due are relevant because they provide insight into any outstanding financial obligations that might affect the amount available for disbursement. This ensures that the trust is settled correctly, honoring both the contract and any financial responsibilities tied to it.

Combining these elements assures that the process adheres to legal standards and respects the intentions of the deceased individual, making option B the comprehensive answer regarding the necessary documentation to cash in a trust in Tennessee.