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For future successor Trustees

Successor Trustee information checklist

This checklist records which documents and contacts you know how to locate. No upload is needed. Your answers stay on this page.

Do you know where the signed Trust is kept?
Do you know who the drafting attorney (or firm) is?
Do you know where any amendments or restatements are kept?
Do you know who the current Trustee is?
Do you know who the successor Trustees are, and in what order?
Do you know where asset information is kept?
Do you know where deeds, account statements, and beneficiary designations are kept?
Do you know who the financial advisor, CPA, or insurance agent is?

This is an organizational checklist, not legal advice or an assessment of your authority, duties, or readiness to act.

TrusteeClear. This site provides general information about Texas Trustee duties and is not legal advice. Using these tools does not create an attorney-client relationship. TrusteeClear does not arrange attorney review for individual customers and never sets or collects attorney fees; a licensed Texas attorney of your choosing can read your record at any time.