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Get Affidavit Of Change Of Trustee (pdf)
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How to fill out the Affidavit Of Change Of Trustee (PDF) online
Filling out the Affidavit Of Change Of Trustee form is an important step in updating the trustee information for a trust. This guide will provide you with clear, step-by-step instructions on how to complete the form online, ensuring that you understand each component involved in the process.
Follow the steps to fill out the affidavit accurately and efficiently.
- Press the ‘Get Form’ button to access the Affidavit Of Change Of Trustee. This will open the form in your preferred online editor.
- Begin by filling in the 'Recording Requested By' section with your name and contact address, including city, state, and zip code.
- In the section titled 'Affidavit Of Change Of Trustee', list the name of the trust, the date it was executed, and confirm that it is a valid and existing trust.
- Identify the settlor(s) of the trust by providing their names in the appropriate field.
- Enter the name(s) of the previous trustee(s) in the designated section.
- Indicate your status as the currently acting successor trustee(s) by checking the appropriate boxes based on the reason for succession (resignation, incompetency, guardianship, or death of the prior trustee(s)). If you select death, remember to attach a certified copy of the death certificate.
- Attach a legal description of the real property under the trust as Exhibit ‘A’. Ensure any relevant documents are included as Exhibit ‘B'.
- Finally, provide the date of completion and sign the affidavit before a notary public, who will also affix their stamp in the designated area.
- After completing the form, save your changes, and choose to download, print, or share the completed affidavit as necessary.
Start completing your documents online today.
Successor Trustee is the person or institution who takes over the management of a living trust property when the original trustee has died or become incapacitated. The exact responsibilities of a successor trustee will vary depending on the instructions left by the creator of the trust (called the Grantor).
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