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Checklist: Trust - Individual Acting As Trustee

Checklist: Trust - Individual Acting As Trustee
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This is a checklist for acting as a Trustee (Individual As Trustee).

This checklist is useful when an individual is acting as Trustee of a discretionary (family) trust.

NOTE: If you have purchased our Discretionary Trust Deed, this Checklist is attached to that document as part of that purchase.

 
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