Acceptance of Trustee Appointment - New York

New York · Fillable PDF · Free

Record your acceptance of the trustee role and identify the trust and basis of appointment. Banks and title companies may also require proof of a vacancy and a certification of trust. Accept appointment as a trustee.

Serving New York. New York appointments require New York-commissioned notaries.

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Who this form is for

  • Accept appointment as a trustee.
  • Record your acceptance of the trustee role and identify the trust and basis of appointment. Banks and title companies may also require proof of a vacancy and a certification of trust.

What you'll need

  • The original Acceptance of Trustee Appointment packet and its instructions.
  • The names, dates and supporting records needed to accept appointment as a trustee.
  • The recipient's requirements and acceptable photo ID if arranging a notarial act.

How to complete it

  1. Download the New York Acceptance of Trustee Appointment PDF and read its instruction page.
  2. Enter the requested information to accept appointment as a trustee; confirm any choices you do not understand with a New York attorney.
  3. Follow this packet's signature, witness and notarization directions. Do not pre-sign a statement that must be signed before the notary.
  4. Save and print your completed copy, then follow the packet's delivery or recording instructions and keep a copy for your records.

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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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