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Successor trust 2025

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The document outlines the terms and conditions for establishing a Piper Jaffray Inheritance Account, which allows for the transfer of assets to designated beneficiaries upon the account owner's death. It details the creation of the account, joint tenancy provisions, associated fees, beneficiary designations, and procedures for changing beneficiaries. The agreement emphasizes that beneficiary designations are not subject to probate rules and includes arbitration clauses for dispute resolution. Additionally, it specifies that the account is governed by Minnesota law and requires compliance with the Minnesota Uniform TOD Security Registration Act.

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Click ‘Get Form’ to open the successor trust document in the editor.
Begin by entering the Account Name and Account Number at the top of the form. This identifies your specific account for transfer on death.
In Section 4, designate your beneficiaries by filling in their names, relationships, Social Security Numbers (SSN) or Employer Identification Numbers (EIN), and birth or trust dates. Ensure that the total percentages equal 100%.
If applicable, specify Contingent Beneficiaries in Section 5. This ensures that if a primary beneficiary predeceases you, their share is allocated correctly.
Review all entries for accuracy. Once satisfied, proceed to sign and date the document at the bottom.

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Versions	Form popularity	Fillable & printable
2004	4.8 Satisfied (183 Votes)

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What does successor trust mean?

Succession in Estate Planning For example, a personal, revocable trust provides an opportunity to move assets into an entity outside the estate while providing specific instructions regarding who holds the assets, as well as how and when those assets get distributed in the future.

What power does a successor trustee have?

Successor Trustee is the person or institution who takes over the management of a living trust property when the original trustee has died or become incapacitated. The exact responsibilities of a successor trustee will vary depending on the instructions left by the creator of the trust (called the grantor).