What must be provided to the trustee to facilitate a payment after the death of a beneficiary?

To facilitate a payment after the death of a beneficiary, a certified death certificate or satisfactory evidence of death is required. This document serves as official proof of the individual's passing, which is essential for the trustee to proceed with any financial disbursement or obligation pertaining to the deceased. It ensures that there is clarity and legitimacy regarding the death, safeguarding the interests of the trust and any remaining beneficiaries.

In this context, a contract agreement, while potentially important for understanding the terms of a trust, does not provide the necessary verification of death. Similarly, the insurance policy could be relevant in specific cases of benefits, but it does not serve as direct evidence of death itself. Lastly, a signed letter from the estate executor may support requests for payment, but it is not a legally recognized proof of death, making the certified death certificate the most critical document needed in this situation.