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SUCCESSOR TRUSTEE CHECKLIST
TO BE DONE:Review Trust Documents, the Trust now is irrevocable, and you must follow the Instructions to the
Successor Trustee, which can be obtained from the Client Resources
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What is successor trustee checklist?
Successor trustee checklist is a document that outlines the tasks and responsibilities of a successor trustee after the death or incapacity of the original trustee.
Who is required to file successor trustee checklist?
The successor trustee is required to file the successor trustee checklist.
How to fill out successor trustee checklist?
To fill out the successor trustee checklist, the successor trustee must provide information about the trust, assets, beneficiaries, and any other relevant details.
What is the purpose of successor trustee checklist?
The purpose of the successor trustee checklist is to ensure that the successor trustee understands their duties and can effectively manage the trust after the original trustee is no longer able to do so.
What information must be reported on successor trustee checklist?
The successor trustee checklist must include details about the trust assets, beneficiaries, any debts or expenses, and instructions for distributing the assets.
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