What steps are involved in the qualification process with the Clerk?
You will take an Oath of Office as Testamentary Trustee and you will sign a Bond. You will also pay the required qualification fees. The Probate Clerk handling your qualification process will then explain your duties and responsibilities as Testamentary Trustee. At the end of the qualification process, you will receive the following: • Certificates of Qualification • Inventory Form • How to Complete the Inventory • Account Summary Form • How to Complete the Account Summary • Instructions and Duties of a Testamentary Trustee • Important Deadlines to Remember After your formal qualification appointment, the Clerk will Record the following public documents: • The Probate Clerk’s Order of Qualification • The Bond Also, after you have formally qualified, the Clerk will inform the Commissioner of Accounts of your qualification as a Testamentary Trustee. What are the basic duties of a Testamentary Trustee? • To preserve the assets in the Trust • To administer the Trust as required as required
