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Affidavit of Death of Trustee executed by Successor Trustee under the terms of the Trust.
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What is affidavit of surviving trustee

An affidavit of surviving trustee is a legal document affirming the authority of the surviving trustee to manage the trust assets after the death of the other trustee.

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Who needs affidavit of surviving trustee?

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Affidavit of surviving trustee is needed by:
  • Trustees managing a trust after a co-trustee's death.
  • Beneficiaries of the trust requiring confirmation of trustee actions.
  • Legal representatives handling estate or trust matters.
  • Banks or financial institutions needing verification of trust administration.

How to fill out the affidavit of surviving trustee

  1. 1.
    Access pdfFiller and upload your affidavit of surviving trustee form.
  2. 2.
    Begin by filling in the personal details of the surviving trustee, including full name and contact information.
  3. 3.
    Enter the date of the co-trustee's death and provide any identifying information about the trust.
  4. 4.
    Affirm your authority by checking the appropriate statements confirming your role as the surviving trustee.
  5. 5.
    Add a declaration stating that all provided information is accurate to the best of your knowledge.
  6. 6.
    Sign the document electronically, ensuring your signature matches your legal name.
  7. 7.
    Review the completed affidavit for any errors or missing information before submission.
  8. 8.
    Download the finalized document or send it directly from pdfFiller to the required parties.
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