A disclaimer lets you refuse an inheritance, trust interest, or other property, so it passes to the next person in line instead of you. A disclaimer lets you refuse an inheritance, trust interest, or other property, so it passes to the next person in line instead of you.
Serving Michigan. Our mobile notaries serving Michigan are commissioned in Michigan and travel to your home, office, hospital, or other convenient location.
A disclaimer lets you refuse an inheritance, trust interest, or other property, so it passes to the next person in line instead of you.
What you'll need
Read the packet and check the receiving agency's required form.
Gather the names, dates and supporting records requested in the document.
Review the packet's signing, identification and witness instructions.
How to complete it
Describe what you refuse (Pages 1–2) Identify the source and the property, in whole or in part.
Mind the deadline For federal tax purposes, a disclaimer generally must be made within nine months and before you accept any benefit. Get advice first.
Sign before a notary (Page 2) Bring a current, government-issued photo ID.
Deliver it to the personal representative, trustee, or person holding the property.
Record the original with the Register of Deeds of the county where the property is located. if it involves real estate.
A successor trustee uses this form to formally accept appointment as trustee of a Michigan trust, so banks and title companies can recognize their authority.
An affidavit of heirship is a sworn statement of a deceased person’s family history identifying the legal heirs. Title companies and institutions use it, often with a probate or small estate procedure.
A certification of trust is a short summary that proves a trust exists and who may act for it, without revealing beneficiaries or other private terms. Banks and title companies rely on it.
Michigan lets a decedent’s successor (spouse, child, heir, or devisee) collect bank accounts, vehicles, and other personal property of a small estate with a sworn affidavit, without probate court (MCL 700.3983).
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.