Get Affidavit Death Trustee Form

Filling out the Affidavit Death Trustee Form online can simplify the process of managing estate matters. This guide provides clear instructions to assist you in completing the form accurately and efficiently.

Follow the steps to complete the Affidavit Death Trustee Form online

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin by entering the name of the decedent in the space provided. Ensure this name matches the records used in the Certificate of Death.
3. Provide your name as the deponent. This should be the individual witnessing and testifying to the information in the affidavit.
4. In the next field, specify the date when the Declaration of Trustee was executed, along with the names of the Trustor(s). Ensure accuracy in these details.
5. Enter the common name of the real property owned by the decedent as Trustee. This helps in identifying the specific property related to the trust.
6. Fill in the details from the deed, including the names of the Grantor(s), date of execution, and the recorded Instrument Number along with Book/Reel and Page/Image references.
7. Provide a legal description of the property in the designated section. This legal description should be accurate and matching official records.
8. State your status as the named successor Trustee and confirm that the trust has not been revoked, allowing you to act on behalf of the decedent.
9. Indicate that there is no federal estate tax due related to the decedent's death.
10. Finally, enter the date, sign the form where indicated, and prepare it for notary verification, including the local county information.
11. Upon completion, save your changes, download the form for your records, print it if necessary, or share it with the appropriate parties.

Complete your affidavit online for a streamlined and efficient process.