Get Form: Affidavit Death Or Change Of Trustee - Sacramento County ... - Saclaw

Filling out the Affidavit Death Or Change Of Trustee form is an important step in the management of trust properties after a trustee's passing. This guide offers clear and supportive instructions for completing this form online, making the process accessible for all users, regardless of legal experience.

Follow the steps to fill out the Affidavit Death Or Change Of Trustee form online

1. Click the ‘Get Form’ button to access the form and open it in your editing tool.
2. Begin by entering the name of the deceased trustee in the space provided. This information should match the name on the Certificate of Death.
3. In the next field, confirm that the deceased person is the same individual who was named as Trustee in the Declaration of Trustee. Ensure this information is accurate by cross-referencing the documents.
4. Fill in the details of the real property that the decedent owned as Trustee. This includes the common name of the property and details from the related Deed, such as the name of the Grantor(s), date executed, recording instrument number, and other relevant details.
5. Provide the legal description of the property in the dedicated space. This is typically found in the property deed records.
6. Indicate your status as the successor Trustee. You should confirm that the trust was in effect at the time of the decedent's death and has not been revoked. Your consent to act in this capacity must be clearly stated.
7. Declare the absence of federal estate tax due to the decedent's death in the appropriate section.
8. Date the affidavit on the designated line before signing in the provided signature area. Ensure your signature is clear.
9. If necessary, complete the notary section. This involves signing in front of a Notary Public who will verify your identity and provide their seal.
10. Once all sections have been completed, review the document for accuracy. Save any changes you made. You can now download, print, or share your completed affidavit as needed.

Complete your affidavit death or change of trustee documents online today for a seamless process.