Trustee Certification — Adding or Removing Trustees
Death of trustee. Include a copy of the death certificate and a state tax waiver, if required by the decedent’s state of residence. Incapacitation of trustee. Include copies of the pages from the trust that govern the appointment of a successor trustee, along with a letter signed by the attending physician on the physician’s letterhead and ...
Download Trustee Certification — Adding or Removing Trustees
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