Change Trustee Form PDF Details

The process of changing a trustee, which is often necessitated by a variety of circumstances such as the passing away of the original trustee, their resignation, or the need to appoint a more suitable successor, is facilitated through a document known as the Change Trustee form. This document, particularly tailored under the California Probate Code Section 18105, plays a crucial role in ensuring the smooth transition of trusteeship. It serves not only as a formal declaration of the change but also as a legal record that is submitted for official recording, ensuring that the new trustee's details are correctly updated in public records. The form contains several key elements including the identification of the requesting party, the details of the trust under which the change is being made, the names of the previous and successor trustees, and a legal description of the property held in trust. Additionally, it necessitates being signed in the presence of a notary to authenticate the validity of the statements made within. Given the legal implications and the specificity required in completing the form accurately, consulting with an attorney before proceeding is often advised to navigate the complexities involved and to tailor the document appropriately to the unique circumstances of each trust. This safeguard ensures that the transition of trusteeship not only complies with legal requirements but also aligns with the best interests of the trust beneficiaries.

QuestionAnswer
Form NameChange Trustee Form
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesaffidavit of change of trustee, california affidavit change form, california affidavit change of trustee, ca affidavit change trustee

Form Preview Example

RECORDING REQUESTED BY

AND WHEN RECORDED MAIL DOCUMENT AND

TAX STATEMENT TO:

NAME

STREET

ADDRESS

CITY, STATE &

ZIP CODE

TITLE ORDER NO.

ESCROW NO.

SPACE ABOVE THIS LINE FOR RECORDER’S USE ONLY

APN:

AFFIDAVIT OF CHANGE OF TRUSTEE

(CALIFORNIA PROBATE CODE SECTION 18105)

STATE OF

COUNTY OF

 

 

, of legal age,

being first duly sworn,

deposes and

says that

 

 

is the surviving or successor trustee of the following trust

known as

 

, executed on

,

is a valid and existing

 

 

 

 

 

 

 

 

 

 

trust that has not been revoked. Property is located in the City of

 

 

 

 

 

, State of

California, legal description:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The name(s) of the previous trustee(s) are:

Dated this

 

day of

 

,

State of California

County of

Subscribed and sworn to (or affirmed) before me on this by,

person(s) who appeared before me.

(Signature of affiant)

(Type or print full name of affiant)

day of,

, proved to me on the basis of satisfactory evidence to be the

(Signature)

(Seal)

*There are various types of forms depending on each person’s legal status. Before you use this form you many want to consult an attorney if you have questions concerning which document form is appropriate for your transaction.

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Write the essential particulars in the California legal description, The names of the previous trustees, Dated this, day of, State of California County of, Signature of affiant, Type or print full name of affiant, Subscribed and sworn to or, and day of part.

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