The Affidavit of Death of Trustee serves as an essential document in U.S. trust administration when a trustee passes away. It is required to formally document the death of a trustee and facilitate the transition of trust responsibilities to a successor trustee. This affidavit includes critical information such as the trustee's death details, trust identification, and often references to successor trustee arrangements. It is commonly used by financial institutions, property registries, and other entities requiring formal proof of a trustee's death to process changes in trust administration.
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1. Introduction: Identifying information of the affiant and their relationship to the deceased trustee
2. Trust Information: Details of the trust, including name, date of creation, and trust identification
3. Death Declaration: Statement of trustee's death, including date and location
4. Verification: Affiant's verification of facts under penalty of perjury
5. Signature Block: Affiant's signature and notary section
1. Successor Trustee Information: Details of appointed successor trustee, used when immediate transition is needed
2. Property Description: Description of trust property, used when real estate is involved
3. Additional Declarations: Any special circumstances or additional relevant information
1. Death Certificate: Certified copy of trustee's death certificate
2. Trust Document: Copy of relevant trust pages showing trustee appointment
3. Property Documents: Property deeds or titles if real property is involved
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