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65 Front Street, Hamilton, HM 12, Bermuda Tel: (441) 299 3980, Fax: (441) 292 1258 P.O. Box HM 195, Hamilton HM AX, Bermuda REQUEST FOR TRUSTEE SERVICES FORM This request for the provision of Trustee
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What is request for trustee services?
A request for trustee services is a formal submission made to a trustee, which outlines the services required from the trustee, such as managing assets, investments, or executing a legal instrument.
Who is required to file request for trustee services?
Any individual or organization that requires the services of a trustee can file a request for trustee services. This can include beneficiaries of a trust, estate administrators, or individuals seeking professional management of their assets.
How to fill out request for trustee services?
To fill out a request for trustee services, you need to provide your personal information, details of the trust or assets involved, specify the desired services, and any additional instructions or requirements. You may also need to attach relevant documents or supporting information.
What is the purpose of request for trustee services?
The purpose of a request for trustee services is to formally communicate the need for professional trustee services. It outlines the specific services required and allows trustees to assess the scope of work and provide an appropriate response or proposal.
What information must be reported on request for trustee services?
A request for trustee services should include information such as the name of the requesting party, contact details, description of the trust or assets involved, desired services, any special instructions or requirements, and any relevant supporting documents.
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