Trustee Duties Upon Trust Funding Acknowledgement

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This is an acknowledgement to a Trustee of an Estate Administration upon funding of the trust of his or her duties as Trustee, including advisement to seek out the assistance of a CPA or tax preparer to prepare trust tax returns, to avoid comingling trust funds with personal funds and to consult the Successor Trustee Manual.

Includes: Modifiable Microsoft Word form, plus Instructions for Use.

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