Specific Directives Explanatory
– Successor Trustee Appointment(s) / Modification –

The first part of this App enables you to name additional Successor Trustee appointees to serve IF the appointees currently identified in your Trust are unwilling or unable to serve. Note that for the sake of convenience and brevity, it is generally recommended that you change the Successor Trustee appointees using only your Short Form Questionnaire (SFQ) entry fields, which will then be correspondingly posted in your Trust. The second part of this App allows you to require that the Successor Trustees all serve together instead of in succession. Notwithstanding, it is recommended that Successor Trustee appointees serve in succession, rather than together, unless there exists a strong reason for the appointees to serve together.

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