Affidavit of Successor Trustee

Name of the Trust

The Trust is:

The Trust is: RevocableIrrevocable

Do you know the Trust creation date?

Do you know the Trust creation date? Yes (recommended)No

Date the Trust was signed by all parties.

Trust Creation Date

Tax ID Number

Does the Trust have a Tax ID Number?

Does the Trust have a Tax ID Number? YesNoI don't know

Also known as an "Employer Identification Number" or "EIN" that is provided by the IRS.

Tax ID Number:

Do you know who is the Settlor(s) of the Trust?

Do you know who is the Settlor(s) of the Trust? YesNo

The Settlor is the individual who originally set up the Trust.

How many Settlors are there of the Trust?

Settlor(s)

Settlor's Name

Enter ALL the Settlors' Names:

Settlor's Address

Street Address

Address Line 2

City

State

ZIP Code

Even if there is more than 1 Settlor, there is ONLY 1 address for all Settlors.

Is the Settlor(s) the SAME as the Previous Trustee?

Is the Settlor(s) the SAME as the Previous Trustee? YesNo

This is if the person who created the Trust (Settlor) is the same person who just died or was removed from the Trust (Previous Trustee).

Previous Trustee

Enter the Name of the PREVIOUS TRUSTEE

This is the person who DIED or was REMOVED as a Trustee.

Previous Trustee's Address

Street Address

Address Line 2

City

State

ZIP Code

Successor Trustee

How many Successor Trustees are there of the Trust?

Successor Trustee(s)

A Successor Trustee is the person(s) REPLACING the Previous Trustee(s).

Names of the Successor Trustees

Name of Successor Trustee

Address of the Successor Trustee(s):

Street Address

Address Line 2

City

State

ZIP Code

Even if there is more than 1 Successor Trustee, there will ONLY be 1 address.

Authority

How many Successor Trustees are required to CHANGE or AMEND the Trust?

Successor Trustee(s)

Usually, ALL the Successor Trustees are required to change or amend the Trust.

Powers

What are the POWERS of the Successor Trustee?

What are the POWERS of the Successor Trustee? Unlimited PowersLimited Powers

Enter the LIMITED Powers:

Real Estate

Does the Trust contain any Real Estate?

Does the Trust contain any Real Estate? YesNo

Legal Description of the Property:

Who is the person WRITING this Affidavit?

Also known as the Affiant. This is commonly the Successor Trustee (person replacing the Trustee).

Do you understand that it is REQUIRED to have this Affidavit be NOTARIZED?

Do you understand that it is REQUIRED to have this Affidavit be NOTARIZED? Yes, I understand

It is required under State law for this Affidavit to be signed in the presence of a NOTARY PUBLIC.

Where is the Affidavit being Signed?

County of

State of

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