Page 102 - Successor Trustee Handbook

CHAPTER 24

OTHER DOCUMENTS

There may be various legal documents or account statements that you may wish
to keep in this section of the Manual. If it is possible to hole-punch and place
documents in this section, this is preferable to merely stuffing them in the inside pockets
of the binders, where they may cause confusion in the future for you and the next
Successor Trustee. However, given the confidential nature of many documents and
statements, you may wish to, instead, keep them in a safe place and indicate where they
are located on the “Location List” enclosed in the prior Chapter.

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