Stepping into the role of successor trustee comes with a significant amount of responsibility, and assuming the position after the original trustee steps down or is removed can be confusing. Fortunately, our checklist provides a roadmap to simplify this process so that a successor trustee can understand the full scope of their duties and responsibilities. This guide outlines the actions and deadlines that must be addressed throughout every phase of the process, from the time of appointment to the final distribution of assets.

Whether you need more clarity on your responsibilities at large or simply want to cover your bases and ensure you haven’t overlooked anything, this resource is for you. With this checklist, you’ll be empowered to uphold your fiduciary duty and protect the interests of the trust you represent by facilitating a smooth administration process.

Download our Successor Trustee Checklist below to ensure you fulfill your responsibilities.