Acceptance of Trusteeship by Successor Trustee - California

California · Fillable PDF · Free

Take over as successor trustee of a California trust. You are preparing a written acceptance of an authorized successor trustee appointment under California Probate Code Section 15600. Review the trust and any appointment documents before acting.

Most banks also need a Certification of Trust. We can notarize both at the same visit.

Download Acceptance of Trusteeship by Successor Trustee - California PDF · 3 pages. No account required.

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Who this form is for

  • Successor trustees named in a California trust or appointed through an authorized process.
  • People documenting a transition after a prior trustee's death, incapacity or resignation.
  • Clients preparing companion trust documents for banks, brokerages or title companies.

What you'll need

  • The trust's exact name and date, settlor names and prior trustee details.
  • Documents supporting the vacancy and your appointment, such as a resignation, death certificate, appointment or court order.
  • Your identifying details, effective date, acceptable photo identification and the receiving institution's requirements.

How to complete it

  1. Read the trust and packet, and confirm your appointment and the reason the prior trustee no longer serves. Ask an attorney about authority and trustee duties.
  2. Enter the trust and prior trustee details, your appointment method and effective date. Gather the supporting documents required for your situation.
  3. Save and check the PDF in your own PDF app, then print. Leave signing for the notary appointment and ask about notarizing a Certification of Trust at the same visit.
  4. Provide documents required by the bank or title company. Consult an attorney about notices, accounting duties and any real estate recording requirements.

Related California forms

These forms are a free convenience, not legal advice. First Choice Mobile Notary & Apostille is not a law firm. Consult an attorney licensed in the relevant state for legal questions.

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