They will tell you the process for free since they are the one's that administer it.c) Will your lending institution refi this kind of transaction.

Also the company that administers the test for Michigan is called PSI and I believe they offer a course as well.Good luck!

@Melissa Searing in CA, when "Notice of Petition to Administer Estate" has been posted by the county (no deed) and published by an adjudicated paper of general circulation, by all means send your probate introduction letter to the executor/administrator representing the estate. 

You do not have a "plan administrator" as other funds are administered, that comes under the Office of The Comptroller and your employee benefits officer, (EBO) who will know of your moving, obviously you address changes for admin and tax purposes. 

That book should be sent out by the State immediately upon receiving a new small business application and an exam should be administered before the business is approved.

You are just changing who administers the plan and what investment choices are available, but still keeping the funds in a retirement plan.

-You must be within the state and local regulations and requirementsThe borrower must be the;-The settler (person who created the trust)-The beneficiary -The trustee (the person who will administer the trust to the beneficiary)Eligible for;1-4 unit primary homes1 unit second homes1-4 unit investment propertiesRequirements; -An attorney opinion letter-Complete copy of the trust documents certified by borrowerer

If your school does not offer them, the company that administers the test probably will.

If you have experience in administering rehabbing projects and budget control, it's even better.

In CA, the probate heading is "Notice of Petition to Administer Estate" for all 58 counties.