The Trustee Declaration Form is a crucial document in trust administration within the United States. It is typically used when a new trustee assumes their role, whether at the trust's creation or upon succession of trustees. The form serves multiple purposes: it provides documentary evidence of the trustee's acceptance, acknowledges understanding of duties, and creates a clear record for legal and administrative purposes. The document typically includes personal information about the trustee, trust details, and specific acknowledgments of fiduciary responsibilities as required by state and federal regulations.
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1. Declarant Information: Identity and details of the person accepting trustee role
2. Trust Identification: Details of the trust including name, date of creation, and type
3. Declaration of Acceptance: Formal acceptance of trustee duties and responsibilities
4. Acknowledgment of Duties: List of fiduciary duties being accepted including loyalty, care, and prudent administration
5. Execution: Signature block and notarization requirements
1. Co-Trustee Provisions: Additional provisions required when multiple trustees are serving, including decision-making procedures and allocation of responsibilities
2. Special Powers: Specific authorities granted to trustee beyond standard statutory powers
3. Compensation Terms: Details of trustee compensation and reimbursement terms, typically used for professional or corporate trustees
1. Schedule A - Trust Assets: Initial inventory of trust assets being accepted by the trustee
2. Schedule B - Specific Duties: Detailed list of trustee responsibilities and obligations
3. Schedule C - Fee Schedule: Detailed compensation structure for professional trustees, including fees and charges
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