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NAMING A TRUSTEE CHECKLIST HONOR the importance of the decision. It is one of the most significant estate planning decisions you'll have to make. RECOGNIZE what you are asking the trustee to do. The
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Naming a trustee checklist is a document that identifies and appoints a trustee to manage a trust.
The grantor or creator of the trust is typically required to file the naming a trustee checklist.
The naming a trustee checklist can be filled out by providing the trust details, the name of the trustee, and any other required information as specified in the checklist.
The purpose of naming a trustee checklist is to officially appoint a trustee to manage and administer a trust in accordance with the grantor's wishes.
The naming a trustee checklist typically requires information such as the trust name, trustee's name, address, contact information, and any additional instructions or terms of the trust.
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