https://lextree.ai/resources/topics/trusts/Recent content in Trusts on Lextree AIHugoenMon, 05 Oct 2026 19:44:41 -0700https://lextree.ai/resources/trustee-transition-checklist/Mon, 05 Oct 2026 19:44:41 -0700https://lextree.ai/resources/trustee-transition-checklist/<h2 id="trustee-transition-checklist-what-gets-handed-over">Trustee Transition Checklist: What Gets Handed Over</h2> <p>A trustee transition checklist is the list of records the outgoing trustee hands to the successor: appointment and acceptance instruments, evidence of authority, prior accountings, and open requests. Each item carries a date and proof of receipt, and both trustees sign off on the finished list.</p> <p>Trust administrators, corporate trust officers, <a href="https://lextree.ai/customers/family-offices/">family offices</a>, and paralegals all end up running this list. The change itself can come from a resignation, a removal, a death, or incapacity, and each of those is recorded as the reason the outgoing trustee stopped serving. The same trustee handover checklist works for all four. The checklist groups the pack into six parts:</p>