Free California Affidavit of Death of a Trustee PDF Form Get Document

Free California Affidavit of Death of a Trustee PDF Form

The California Affidavit of Death of a Trustee form is a legal document used to officially declare the death of a trustee in a trust. This form serves to update the trust's records and facilitate the transition of responsibilities to the remaining trustees or beneficiaries. Understanding how to properly fill out this form is essential for ensuring the smooth administration of the trust.

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Outline

When a trustee passes away, it can create uncertainty for beneficiaries and the trust itself. The California Affidavit of Death of a Trustee form is an essential document that helps clarify the situation. This form serves as a formal declaration that a trustee has died, allowing for the smooth transition of responsibilities and assets. By completing this affidavit, the successor trustee or another authorized individual can provide necessary information about the deceased trustee, including their name, date of death, and the trust in question. This document not only helps to update records but also plays a critical role in ensuring that the trust's terms are honored and that beneficiaries receive their rightful shares. Understanding how to properly fill out and file this form is crucial for anyone involved in trust administration in California. Whether you are a beneficiary, successor trustee, or legal representative, knowing the ins and outs of this affidavit can save time and prevent complications down the line.

Key takeaways

When filling out and using the California Affidavit of Death of a Trustee form, keep the following key points in mind:

  • The form is used to officially declare the death of a trustee in a trust.
  • Accurate information is crucial. Ensure all details about the deceased trustee are correct.
  • Include the date of death. This date is essential for legal and administrative purposes.
  • The affidavit must be signed in front of a notary public to verify its authenticity.
  • Provide a copy of the death certificate along with the affidavit when submitting it.
  • This document helps facilitate the transfer of responsibilities to the successor trustee.
  • Consult an attorney if there are questions about the trust or the affidavit process.

Form Preview Example

RECORDING REQUESTED BY:

______________________________________

WHEN RECORDED MAIL TO:

Name:________________________________

Address:_______________________________

City:__________________________________

State, Zip:_____________________________

Above Space for Recorder’s Use Only

AFFIDAVIT OF DEATH OF TRUSTEE

Assessor’s Parcel Number: ____________________________

State of California

County of __________________________________________ } ss

______________________________________________________, of legal age, being first duly sworn, deposes and says:

1.______________________________________________, the decedent mentioned in the attached certificate copy of Certificate of Death, is the same person as Trustee in that certain Declaration of Trust dated _______________________, executed by _________________________________________________________________________ as trustor(s).

2.At the time of the decedent’s death, decedent was the owner, as Trustee, of certain real property acquired by a deed recorded on ____________________________, as instrument No. ____________________ in Official Records of

__________________________ County, California, covering the following described property situated in the said County,

State of California:

3.I am the surviving successor Trustee of the same trust under which said decedent held title as trustee pursuant to the deed described above, and am designated and empowered pursuant to the terms of said trust to service as trustee thereof.

___________________

_________________________________

_________________________________________

Date

Print Name

Signature

A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not to the truthfulness, accuracy, or validity of that document.

State of California

County of ___________________________________

Subscribed and sworn to (or affirmed) before me on this _____day of _____, 20___, by__________________________,

proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me.

(Official SEAL)

__________________________________________

Notary Signature

ADT (01/01/2015)