I have been searching for a long time and missed this form because the description is incorrect. The description says “appoints a successor as your beneficiary” but it should be “appoints a successor trustee”. The title is right but the description is wrong. Also, the Certificate of Resignation of Trustee says that the Certificate of Election of Successor Trustee has been executed so the title of this document should be changed to Certificate of Election of Successor Trustee to be consistent (or the certificate of resignation language should be changed).
The Certificate of Appointment of Successor Trustee form is fantastic. It makes it simple to appoint a successor trustee. It covers all the bases. Thanks!
Appreciate these forms. Totally makes the Gold Club a steal.
THANKS AGAIN RON
This will come in handy.
THANKS
I have been searching for a long time and missed this form because the description is incorrect. The description says “appoints a successor as your beneficiary” but it should be “appoints a successor trustee”. The title is right but the description is wrong. Also, the Certificate of Resignation of Trustee says that the Certificate of Election of Successor Trustee has been executed so the title of this document should be changed to Certificate of Election of Successor Trustee to be consistent (or the certificate of resignation language should be changed).
The Certificate of Appointment of Successor Trustee form is fantastic. It makes it simple to appoint a successor trustee. It covers all the bases. Thanks!