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Get Affidavit Of Successor Trustee
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How to fill out the Affidavit Of Successor Trustee online
Filling out the Affidavit Of Successor Trustee is an important step for individuals taking over trustee responsibilities. This guide will provide you with a clear, step-by-step approach to completing the form online.
Follow the steps to fill out the Affidavit Of Successor Trustee effectively.
- Click ‘Get Form’ button to obtain the Affidavit Of Successor Trustee form and open it in your preferred online editor.
- In the first section, enter your name as the Successor Trustee of the trust. Below, specify the name of the trust and the corresponding parcel number(s) associated with the property, along with the full address in Ohio.
- Next, you will provide information about the previous trustee. State their name, the reason they are no longer serving as trustee, and the date when this change took effect. If the previous trustee has passed away, ensure to attach a copy of the death certificate.
- List the names and addresses of all current trustees in the designated section. Ensure that this information is accurate and complete for compliance.
- After filling in all required fields, carefully review the form for any errors or omissions. Once satisfied, affix your signature as the current trustee and include your Trust ID number.
- Finally, you will need to have the form notarized. Ensure to sign in front of a Notary Public, who will acknowledge your signature, and make sure they include the date and their official seal.
- Once the form is complete and notarized, you can save your changes, download the document for your records, and print or share the affidavit as needed.
Get started on completing your documents online today.
Successor Trustee is the person or institution who takes over the management of a living trust property when the original trustee has died or become incapacitated. The exact responsibilities of a successor trustee will vary depending on the instructions left by the creator of the trust (called the Grantor).
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