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Estate PlanningID: kb-est-058

Affidavit of Successor Trustee

Sworn statement confirming a new trustee has taken over.

Added: September 23, 2025
Applicable: US

Detailed Explanation

An Affidavit of Successor Trustee is a legal document used when an original trustee dies, resigns, or becomes incapacitated. The successor trustee signs this affidavit to formally accept the role and prove their authority to manage trust assets to third parties like banks and title companies.

Tags

#succession#authority#transition#trustee

Applicable Countries