Trustee Appointment

About this category:

A Trustee Appointment document is used to appoint an individual or entity to manage the assets of a trust.

Templates in this category:

Appointment of Successor Trustee for Revocable Trust: Settlor is Not Outgoing Trustee (Pennsylvania)

This legal template is for appointing a successor trustee to manage a revocable trust in Pennsylvania, USA, where the original trustee is not able or willing to continue serving in that role.

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19
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5

Appointment of Successor Trustee for Irrevocable Trust (Pennsylvania)

This legal template outlines the process for appointing a new trustee to oversee an irrevocable trust in Pennsylvania, in accordance with USA law.

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20
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6

Acceptance of Trusteeship (New York)

This legal template likely pertains to the formal acceptance of trusteeship for a trust based in New York under the laws of the United States. It could include details regarding the responsibilities, obligations, and rights of the trustee as well as the process for accepting and assuming the trustee position.

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3
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1

Appointment of Successor Trustee for Revocable Trust: Settlor is Outgoing Trustee (Georgia)

This legal template outlines the process of appointing a new trustee for a revocable trust in the state of Georgia, USA. It specifically addresses the situation where the settlor (the creator of the trust) is stepping down as the trustee.

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14
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2

Appointment of Successor Trustee for Irrevocable Trust (Georgia)

This legal template likely pertains to designating a new trustee to manage an irrevocable trust in the state of Georgia, according to the laws of the United States.

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10
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15
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5

Acceptance of Trusteeship (Massachusetts)

This legal template likely pertains to the acceptance of a trusteeship position in the state of Massachusetts, as governed by the laws of the United States. It may outline the terms and conditions of accepting the role of a trustee, including responsibilities, rights, and legal obligations.

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23
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5

Acceptance of Trusteeship (New Jersey)

This legal template is likely a document that outlines the acceptance of trusteeship in the state of New Jersey, in accordance with the laws of the United States. It may include details such as the trustee's responsibilities, obligations, and terms of their appointment.

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23
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1

Acceptance of Trusteeship (Flexible)

This legal template could be about formalizing the acceptance of trusteeship under USA law. It may outline the rights, duties, and responsibilities of the trustee, as well as provide a flexible framework to accommodate specific terms and conditions based on individual circumstances.

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19
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2

Appointment of Successor Trustee for Revocable Trust: Settlor Is Not Outgoing Trustee (Georgia)

This legal template pertains to the appointment of a successor trustee for a revocable trust in Georgia, USA. It outlines the process and requirements when the settlor (creator of the trust) is not the outgoing trustee.

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15
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3

Acceptance of Trusteeship (Florida)

This legal template is a document specific to Florida, USA, that pertains to the acceptance of trusteeship. It outlines the legal requirements and responsibilities for assuming the role of a trustee under American law.

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1
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3

Appointment of Successor Trustee for Revocable Trust: Settlor is Not Outgoing Trustee (Texas)

This legal template refers to the appointment of a new trustee for a revocable trust in Texas, USA law. Specifically, it addresses situations where the original settlor of the trust is not the outgoing trustee and needs to appoint someone else to take over the trustee's responsibilities.

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24
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2

Appointment of Successor Trustee for Revocable Trust: Settlor is Not Outgoing Trustee (New York)

This legal template is designed for appointing a successor trustee for a revocable trust in New York, under United States law. It is intended for situations where the settlor (trust creator) is not the outgoing trustee. The template outlines the necessary steps and provisions for a smooth transition of trustee responsibilities.

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16
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3

Appointment of Successor Trustee for Revocable Trust: Settlor is Outgoing Trustee (Florida)

This legal template is for appointing a new trustee to take over the responsibilities of a revocable trust in Florida under US law, when the current trustee (settlor) is stepping down.

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3
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26
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5

Appointment of Successor Trustee for Irrevocable Trust (New Jersey)

This legal template provides a means for appointing a successor trustee for an irrevocable trust in New Jersey, in adherence to the laws governing trusts in the United States of America.

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2
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4

Appointment of Successor Trustee for Revocable Trust: Settlor is Outgoing Trustee (New Jersey)

This legal template is for the appointment of a successor trustee for a revocable trust in the state of New Jersey, USA. It specifically addresses situations where the settlor (the creator of the trust) is stepping down as the trustee.

Contract template sketch
11
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16
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4

Appointment of Successor Trustee for Irrevocable Trust (California)

This legal template outlines the process of appointing a successor trustee for an irrevocable trust in the state of California according to the laws of the United States of America.

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11
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23
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3

Appointment of Successor Trustee for Revocable Trust: Settlor is Outgoing Trustee (Texas)

This legal template pertains to appointing a successor trustee for a revocable trust in Texas, under the jurisdiction of USA law, where the current trustee (settlor) is stepping down from their role.

Contract template sketch
11
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1
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6

Appointment of Successor Trustee For Revocable Trust: Settlor is Not Outgoing Trustee

This legal template could be a document designed to appoint a new trustee to manage a revocable trust in the United States. It specifies that the settlor (creator of the trust) will no longer serve as the trustee, necessitating the appointment of a successor trustee.

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9
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12
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4

Appointment of Successor Trustee for Revocable Trust: Settlor is Not Outgoing Trustee (New Jersey)

This legal template is a document used in New Jersey, USA, for appointing a successor trustee to a revocable trust when the settlor is not the current trustee. It outlines the process and responsibilities involved in transferring trustee duties to a new individual or entity.

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9
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6

Appointment of Successor Trustee For Irrevocable Trust

This legal template serves the purpose of appointing a successor trustee for an irrevocable trust, in accordance with the laws prevailing in the United States.

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17
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3

Appointment of Successor Trustee for Revocable Trust: Settlor Is Outgoing Trustee (California)

This legal template is designed to appoint a new successor trustee for a revocable trust in California, USA when the settlor (the person who created the trust) is stepping down from their role as the trustee.

Contract template sketch
3
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5
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2

Acceptance of Trusteeship (California)

This legal template pertains to the process of accepting trusteeship in the state of California under the laws of the United States. It outlines the necessary steps and legal obligations required for individuals accepting the role of a trustee.

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22
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4

Acceptance of Trusteeship (Illinois)

This legal template pertains to the acceptance of trusteeship in the state of Illinois, as per the laws of the United States. It likely contains the necessary provisions for a trustee to formally accept their responsibilities in managing and distributing assets or funds on behalf of beneficiaries.

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5

Appointment of Successor Trustee for Revocable Trust: Settlor is Outgoing Trustee (New York)

This legal template is a document that can be used to appoint a successor trustee for a revocable trust in the state of New York, under the laws of the United States. It is specifically designed for cases where the settlor, who originally established the trust, is no longer able or willing to serve as the trustee.

Contract template sketch
6
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15
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1

Appointment of Successor Trustee for Revocable Trust: Settlor is Outgoing Trustee (Pennsylvania)

This legal template is for the appointment of a successor trustee for a revocable trust in the state of Pennsylvania under USA law. It specifically addresses the situation where the settlor, who is the current trustee, is stepping down and appointing a new trustee to take over the management and administration of the trust.

Contract template sketch
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9
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5

Appointment of Successor Trustee for Revocable Trust: Settlor Is Not Outgoing Trustee (California)

This legal template is specifically designed for individuals in California, USA who are looking to appoint a successor trustee for their revocable trust, with the settlor (person creating the trust) not being the outgoing trustee. The template likely outlines the necessary legal procedures and requirements for appointing a successor trustee in compliance with California law.

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6
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1

Appointment of Successor Trustee For Revocable Trust: Settlor is Outgoing Trustee

This legal template provides a formal document for appointing a successor trustee for a revocable trust, where the settlor (the person who created the trust) is currently the trustee but wishes to appoint someone else to assume this role. The template is applicable under the laws of the United States of America.

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1
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2

Appointment of Successor Trustee for Revocable Trust: Settlor is Not Outgoing Trustee (Florida)

This legal template is used to appoint a successor trustee for a revocable trust in the state of Florida, under USA law, when the settlor (creator of the trust) is not the current trustee.

Contract template sketch
12
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26
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3

Appointment of Successor Trustee (Massachusetts)

This legal template outlines the process and requirements for appointing a successor trustee in the state of Massachusetts, complying with relevant USA laws regarding trust management and succession.

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12
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19
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6

Appointment of Successor Trustee for Irrevocable Trust (New York)

This legal template is a document that provides a framework for appointing a successor trustee for an irrevocable trust under USA law in the state of New York. It outlines the process and requirements for transferring trustee responsibilities in the event of incapacity, resignation, or death of the original trustee.

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1

Appointment of Successor Trustee for Irrevocable Trust (Florida)

This legal template is a document used in Florida under USA law to appoint a successor trustee for an irrevocable trust. The template outlines the necessary details and instructions for naming a new trustee to manage the trust in the event that the current trustee becomes incapacitated or unable to fulfill their duties.

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18
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1

Appointment of Successor Trustee (Illinois)

This legal template pertains to the appointment of a successor trustee in the state of Illinois, in accordance with the laws and regulations of the United States. It outlines the process by which a successor trustee is designated to take over the responsibilities and management of a trust in the event that the current trustee is unable or unwilling to fulfill their duties.

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Appointment of Successor Trustee for Irrevocable Trust (Texas)

This legal template is a document specific to Texas, USA, for the appointment of a successor trustee for an irrevocable trust. It outlines the process and requirements under US law for appointing a new trustee to manage the trust in the event of the current trustee's incapacity, resignation, or removal.

Contract template sketch
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6
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Acceptance of Trusteeship (Pennsylvania)

This legal template could be a standardized document outlining the acceptance of trusteeship under the laws of Pennsylvania in the United States. It likely covers the legal responsibilities, duties, and obligations of a trustee as well as the terms and conditions under which they accept the role.

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Acceptance of Trusteeship (Texas)

This legal template could be an agreement stating that an individual has accepted the role of a trustee in Texas, in accordance with USA law. It would likely outline the responsibilities, rights, and obligations associated with the trusteeship.

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