Fill in a Valid California Affidavit of Death of a Trustee Form Get Your California Affidavit of Death of a Trustee Now

Fill in a Valid California Affidavit of Death of a Trustee 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 inform beneficiaries and other interested parties about the change in trust management. Completing this affidavit is essential for ensuring the proper administration of the trust and facilitating a smooth transition of responsibilities.

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Common PDF Templates

Example - California Affidavit of Death of a Trustee Form

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)

Documents used along the form

The California Affidavit of Death of a Trustee form is an important document used to confirm the death of a trustee and to facilitate the transfer of trust property. Several other forms and documents often accompany this affidavit to ensure a smooth process. Below is a list of these commonly used documents.

  • Death Certificate: This official document serves as proof of the trustee's death. It is usually required to validate the information provided in the affidavit.
  • Trust Document: This is the original trust agreement that outlines the terms and conditions of the trust. It is essential for understanding the roles and responsibilities of the trustee and beneficiaries.
  • Notice to Beneficiaries: This document informs all beneficiaries of the trust about the trustee's death and the steps that will be taken regarding the trust assets. It ensures transparency and communication among all parties involved.
  • Power of Attorney form: This legal document enables the principal to appoint an agent to manage their affairs during incapacity, and you can conveniently access and fill out the form by visiting California PDF Forms.
  • Certificate of Trust: This document summarizes the trust's key details, such as the names of the trustees and beneficiaries. It can be useful for financial institutions and other entities that need verification of the trust's existence and terms.

Having these documents ready can help streamline the process of managing the trust after the trustee's passing. Proper documentation ensures that all legal requirements are met and that the wishes of the deceased are honored.