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New Trustee Checklist LEGAL REQUIREMENTS FOR THE FIRST Years soon as feasible after election Receive certificate of election prepared by presiding officer in compliance with Texas Election Code section 67.016.
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The new trustee checklist is a document that outlines the necessary steps and information for a new trustee to become familiar with their responsibilities and duties.
Any new trustee appointed to a trust is required to file the new trustee checklist.
The new trustee checklist can be filled out by providing all the required information and completing all the necessary sections as outlined in the document.
The purpose of the new trustee checklist is to ensure that the new trustee is aware of their duties and responsibilities, as well as provide all necessary information to properly manage the trust.
The new trustee checklist typically requires information such as personal details of the trustee, details of the trust, assets held in the trust, and any other relevant information.
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