Affidavit Of Successor Trustee Form
Description affidavit of successor trustee california
How to fill out Affidavit Of Successor Trustee Form?
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FAQ
You also need to understand that there is a distinction to be made between who inherits a trust when someone dies (the beneficiaries) and who shall have the responsibility of administering the trust, paying the bills and taxes, and distributing what's left to the beneficiaries (the successor trustees).
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...
If title to an interest in real property is affected by a change of trustee, the successor trustee may execute and record in the county in which the property is located an affidavit of change of trustee.
HOW DO I RECORD AN AFFIDAVIT? Take a certified copy of the death certificate of the deceased joint tenant and your affidavit to the recorder's office in the county where the real property is located. The recorder's office also requires a Preliminary Change of Ownership Report (PCOR) when filing the affidavit.
It's perfectly legal to name a beneficiary of the trust (someone who will receive trust property after your death) as successor trustee. In fact, it's common. EXAMPLE: Mildred names her only child, Allison, as both sole beneficiary of her living trust and successor trustee of the living trust.