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Get Affidavit Of Successor Trustee
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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.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by entering your full name in the designated space where it states 'I, ____________________________________, after being duly cautioned and sworn, state that: (Print Name)'.
- 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.
- In the following section, enter the parcel number(s) associated with the trust property in this format: 'which holds title to parcel number(s) ____________________________________________'.
- Specify the county where the property is located in the space provided. This will be 'in _______________ County, Ohio'.
- 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.
- If the prior trustee has passed away, you will need to attach a death certificate to the form.
- List the names and addresses of all current trustees in the specified area. Ensure accuracy to avoid delays.
- Mention any additional details regarding the legal description of the property. If there are attachments, note them as required.
- Finally, sign the affidavit in the space labeled 'Sign Here'. You will also need to enter your Trust I.D. Number below your signature.
- 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.
- 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.
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.
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