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.
For Utah residents and families: disclaimer of interest.
What you'll need
Read the supplied packet before filling in its fields.
Follow this document's signing, identification, witness and filing 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.
A successor trustee uses this form to formally accept appointment as trustee of a Utah 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.
Utah’s small estate affidavit lets the heirs or will beneficiaries of a person who died collect bank accounts, vehicles, and other personal property without probate, when the estate is small and has no real estate to transfer.
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.