Trust successor trustee: Fill out & sign online

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Click ‘Get Form’ to open the trust successor trustee document in the editor.
Begin by filling in the 'Grantor' section. Enter the name of the trust and the Successor Trustee's details, including their address and the date of the trust agreement.
Next, move to the 'Grantee' section. Input the name and address of the grantee, ensuring that all information is accurate as it will be used for legal purposes.
In the 'Legal Description' field, attach or input a detailed description of the property being conveyed. This is crucial for clarity in real estate transactions.
Finally, ensure that all signatures are completed where indicated. Utilize our platform’s signature feature to sign electronically if needed.

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What power does a successor trustee have?

Duty to be prudent: Since you are managing assets that were (or still are) the property of another, you must act responsibly with their assets.

What is a successor trustee on a trust?

The first duties of a successor trustee are to find the trust document, tell the beneficiaries about the trust, make a list of the trust property, protect the trust property, and manage the trust property. These duties are essential to the proper administration of a trust.