Changing who manages a trust often becomes necessary when the original trustee passes away, resigns, or becomes incapacitated. This affidavit, prepared under California Probate Code Section 18105, formally documents the appointment of a successor administrator and ensures an accurate public record of the transition.
The completed affidavit typically includes the trust name and date, names of previous and incoming trustees, a property description, beneficiary details, and the date of transition. A notary must witness the affiant signature to authenticate the declarations made within.
Before proceeding, consider consulting an attorney familiar with estate planning and trust administration. Specific tax considerations, court filing requirements, and financial account updates may apply depending on your situation. Professional advice ensures the transition meets all requirements and protects everyone involved.
| Question | Answer |
|---|---|
| Form Name | Change Trustee Form |
| Form Length | 1 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 15 sec |
| Notarization required | Yes |
