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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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.
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)
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.
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.