This form is a sample of a trustee naming a successor trustee.
pursuant to the terms of the trust.
Affidavit Successor Trustee Form Withdrawal
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California Probate Code Section 15642 provides in part: (a) A trustee may be removed in accordance with the trust instrument, by the court on its own motion, or on petition of a settlor, cotrustee, or beneficiary under Section 17200 .
The Trustee should include the following information in the notification package:The name of the Grantor and the date that the trust instrument execution date.Contact information for each Trustee, including name, address, county of residence, and phone number.Certified copy of the death certificate of the Grantor.More items...
Obtain a Trustee Resignation Form from your attorney or the Court and complete and sign it in the presence of a notary public. 4. Make copies of your resignation. Give a copy to the new Trustee, mail a copy to all the trust beneficiaries and keep one in your personal file.
Resignation is typically done by giving written notice to the beneficiaries and to the successor Trustee. The successor Trustee should receive the resignation so that he or she knows that it's their turn to manage the Trust estate.
A beneficiary can renounce their interest from the trust and, upon the consent of other beneficiaries, be allowed to exit. A trustee cannot remove a beneficiary from an irrevocable trust. A grantor can remove a beneficiary from a revocable trust by going back to the trust deed codes that allow for the same.
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Trustees, executors, and personal representatives are all fiduciaries. Personal Identifiers (Form 45(D)) Affidavit of Guardian Applicant (Form 66.Find the will and check for a trust. O You are the Affiant (the person completing the Affidavit). Please see instructions for completing this form on page 9.