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This document contains both information and form fields. To read information, use the Down Arrow from a form field. 95218 (012022)ESTATE AND TESTAMENTARY TRUST FEE AGREEMENT ROYAL TRUST CORPORATION
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How to fill out estate and testamentary trust

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How to fill out estate and testamentary trust

01
Gather all necessary documents such as identification, will documents, financial statements, and inventory of assets.
02
Name an executor or trustee to manage the estate and trust.
03
Distribute assets according to the terms of the will and trust document.
04
File any necessary legal documents with the court.
05
Keep detailed records of all transactions and communications related to the estate and trust.

Who needs estate and testamentary trust?

01
Individuals who want to ensure that their assets are distributed according to their wishes after their death.
02
Individuals who want to provide for the management of their assets for the benefit of heirs or beneficiaries.
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An estate and testamentary trust is a legal arrangement where a person's assets are managed and distributed according to their wishes as expressed in a will, typically after their death.
The executor or personal representative of the deceased person's estate is required to file the estate and testamentary trust.
To fill out an estate and testamentary trust, the executor must gather relevant information about the deceased's assets, debts, beneficiaries, and follow the specific form and instructions provided by the jurisdiction.
The purpose of an estate and testamentary trust is to ensure that a deceased person's assets are managed and distributed according to their wishes while providing for the beneficiaries.
Information that must be reported includes the names of the deceased and beneficiaries, details of the assets and liabilities, and how the assets are to be distributed.
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