Get Statement Of Confirmation Of Testamentary Trustee - Mass.gov - Mass

Filling out the Statement Of Confirmation Of Testamentary Trustee is an important step in managing a testamentary trust in Massachusetts. This guide will help you navigate the process of completing and submitting this form online, ensuring accuracy and compliance.

Follow the steps to complete your form efficiently.

1. Click the ‘Get Form’ button to access the Statement Of Confirmation Of Testamentary Trustee form and open it in your preferred editing tool.
2. Enter the estate information at the top of the form, including the deceased’s first name, middle name, last name, and date of death.
3. Provide details about the trustee. Enter the trustee's first name, middle initial, last name, and primary mailing address, including optional apartment/unit number, city/town, state, and zip code.
4. Include the primary phone number for the trustee, ensuring it is accurate for any necessary communications.
5. Indicate the date when the decedent's will was allowed by the court. This is crucial for validating the trust's components.
6. Specify who the trust is for by listing the name(s) of individuals intended to benefit from the trust, as designated in the will.
7. Complete the bond section by selecting the appropriate options regarding sureties and any accompanying bond documentation. Ensure you note if a bond with or without sureties is included.
8. Express your willingness to accept the trust by confirming that you are ready to fulfill the trustee responsibilities as outlined by law.
9. Sign the document under the penalties of perjury, certifying that the information provided is true to the best of your knowledge.
10. If applicable, provide the information of any attorney representing the trustee, including their signature, printed name, address, and contact details.
11. Upon completing the form, make sure to save your changes. You can download, print, or share the form as required.

Complete your Statement Of Confirmation Of Testamentary Trustee online today to manage your testamentary trust effectively.