We use cookies to improve security, personalize the user experience, enhance our marketing activities (including cooperating with our marketing partners) and for other business use.
Click "here" to read our Cookie Policy. By clicking "Accept" you agree to the use of cookies. Read less
Read more
Accept
Loading
Form preview
  • US Legal Forms
  • Form Library
  • More Forms
  • More Multi-State Forms
  • Affidavit Of Successor Trustee

Get Affidavit Of Successor Trustee

Affidavit of Successor Trustee O.R.C. 5302.171I, , after being duly cautioned and sworn, state that: (Print Name)1. I am the Successor Trustee of the Trust, which holds title to parcel number(s) in.

How it works

  1. Open form

    Open form follow the instructions

  2. Easily sign form

    Easily sign the form with your finger

  3. Share form

    Send filled & signed form or save

How to fill out the Affidavit Of Successor Trustee online

Completing the Affidavit Of Successor Trustee online can be a straightforward process when you understand each section of the form. This guide will provide you with clear and detailed instructions to help you complete the affidavit correctly.

Follow the steps to fill out the affidavit accurately.

  1. Click ‘Get Form’ button to obtain the form and open it in the editor.
  2. Begin by entering your full name in the designated space where it states 'I, ____________________________________, after being duly cautioned and sworn, state that: (Print Name)'.
  3. Next, indicate the name of the trust you are managing in the line that states 'I am the Successor Trustee of the ________________________________________ Trust'. Ensure that the name corresponds with the legal documents related to the trust.
  4. In the following section, enter the parcel number(s) associated with the trust property in this format: 'which holds title to parcel number(s) ____________________________________________'.
  5. Specify the county where the property is located in the space provided. This will be 'in _______________ County, Ohio'.
  6. Identify the prior trustee by printing their name in the area 'The Trustee who proceeded me, (Print Name of Prior Trustee) ______________________...'. Then, check the appropriate box to indicate the reason for their departure from the role: death, resignation, or other reason, and provide the date of the change.
  7. If the prior trustee has passed away, you will need to attach a death certificate to the form.
  8. List the names and addresses of all current trustees in the specified area. Ensure accuracy to avoid delays.
  9. Mention any additional details regarding the legal description of the property. If there are attachments, note them as required.
  10. Finally, sign the affidavit in the space labeled 'Sign Here'. You will also need to enter your Trust I.D. Number below your signature.
  11. Complete the notary section at the end, which requires a notary public to verify your signature. This section includes the date and signature of the notary.
  12. After completing the form, you can save your changes, download the form, print it, or share it as needed.

Start preparing your Affidavit Of Successor Trustee online today for a smooth filing process.

Get form

Experience a faster way to fill out and sign forms on the web. Access the most extensive library of templates available.
Get form

Related content

Affidavit of Death of Trustee Form...
I am the surviving successor Trustee of the same trust under which said decedent held...
Learn more
(PDF) Affidavit of Marie McDonnell, forensic land...
It follows that because the assignee was not a lawful beneficiary, it could not appoint a...
Learn more

Related links form

BMA Instruction For Cartus Form & Photo Mounts 2010 FR Fontainebleau School Of Acting Application Form 2018 Canada Out-of-Province Claim - Newfoundland And Labrador Canada Millennium Asset Protection Claim Form 2021

Questions & Answers

Get answers to your most pressing questions about US Legal Forms API.

Contact support

What is required for a successor Trustee to get authority over a trust? A successor usually takes over at the time of death or incapacity. Death is usually not hard to prove. Incapacity is a much more tricky matter.

How to sign as a Trustee. When signing anything on behalf of the trust, always sign as John Smith, Trustee. By signing as Trustee, you will not be personally liable for that action as long as that action is within the scope of your authority under the trust.

Typically, the named successor trustee to a trust does not take over until the existing trustee stops serving, whether due to his or her resignation, removal, or death. ... First, the trustee can use the trust funds to fight the court case. Second, the court will first seek to advance the trust grantor's intent.

When signing anything on behalf of the trust, always sign as John Smith, Trustee. By signing as Trustee, you will not be personally liable for that action as long as that action is within the scope of your authority under the trust.

For a revocable living trust, that Trustee is usually the person that created the trust. ... The successor trustee usually takes power when the person that created the trust either becomes incapacitated or has died. The Trustee only manages the assets that are owned by the trust, not assets outside the trust.

The trustee can sell trust property when specified in the trust document whether or not the trust is a living trust or a revocable trust. ... After your death, a successor trustee will manage the assets and distribute them to your heirs according to your wishes.

Generally, if you are a trustee you should identify yourself as the trustee on all trust-related paperwork by signing your name followed by the words as trustee." As an alternative, you can also state your name followed by as trustee and not individually." Doing so will help ensure separation between you in your ...

- Notify all banks so you can start writing checks as the Successor Trustee. Each bank will require a death certificate, copy of the Certificate of Trust or complete Trust document, and personal identification from the Successor Trustee.

The successor trustee administers or settles the trust by following the instructions in the trust agreement. They can consult and hire attorneys, financial companies, or both, to help administer the trust.

The successor trustee does have authority, however, under the terms of the trust document, to get any reasonably necessary professional help -- from an accountant, lawyer or tax preparer, perhaps -- and pay for it out of trust assets.

Get This Form Now!

Use professional pre-built templates to fill in and sign documents online faster. Get access to thousands of forms.
Get form
If you believe that this page should be taken down, please follow our DMCA take down processhere.

Industry-leading security and compliance

US Legal Forms protects your data by complying with industry-specific security standards.
  • In businnes since 1997
    25+ years providing professional legal documents.
  • Accredited business
    Guarantees that a business meets BBB accreditation standards in the US and Canada.
  • Secured by Braintree
    Validated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.
Get Affidavit Of Successor Trustee
Get form
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232