The California Affidavit of Death of a Trustee form is a legal document used to confirm the death of a trustee in a trust. This affidavit helps ensure that the trust can continue to be managed according to its terms, even after the trustee has passed away. Understanding how to properly fill out this form is essential for the smooth transition of trust management.
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The California Affidavit of Death of a Trustee form serves as a crucial document in the management of trust assets following the death of a trustee. This form allows the successor trustee or a beneficiary to formally acknowledge the passing of the trustee, thereby facilitating the transition of responsibilities and the administration of the trust. Essential details such as the deceased trustee's name, date of death, and the trust's title must be included. Additionally, the affidavit may require signatures from witnesses or notaries to ensure its validity. By completing this form, parties involved can provide clarity and legal recognition of the trustee's death, which is vital for the ongoing management of the trust and its assets. This process helps prevent potential disputes and ensures that beneficiaries receive their rightful inheritance without unnecessary delays. Understanding the importance of this affidavit can significantly ease the burden on grieving families during a challenging time.
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
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