Affidavit of Successor Trustee

Introduction

I, [YOUR NAME], the undersigned successor trustee of the [TRUST NAME], hereby affirm and declare the following:

Statement of Facts

1. Trust Information:

   • Trust Name: [TRUST NAME]

   • Original Trustee: [TRUSTEE'S NAME]

   • Successor Trustee: [YOUR NAME]

2. Successor Trustee Authority:

   As per the terms outlined in the trust document dated [TRUST DATE], I have assumed the role of successor trustee effective [EFFECTIVE DATE]. This transfer of trustee responsibilities is due to [TRANSFER REASON] of the original trustee.

3. Trust Assets Transfer:

   I hereby inform you that all assets held within the [TRUST NAME] have been transferred to my control as the successor trustee. This includes, but is not limited to, bank accounts, investment accounts, real estate properties, and any other assets specifically mentioned in the trust document.

4. Authority to Manage Trust Assets:

   I assert that I have full authority and legal capacity to manage and administer all trust assets held within the [TRUST NAME]. This authority encompasses the ability to make deposits, withdrawals, transfers, investments, and any other necessary actions concerning the trust assets.

5. Request for Cooperation:

   I kindly request your cooperation in updating your records to reflect the change in trustee authority. Please recognize me, [YOUR NAME], as the sole authorized individual to act on behalf of the [TRUST NAME] in all matters related to the accounts and assets held with your institution.

Sworn Oath

I, [YOUR NAME], under the laws of [STATE NAME], hereby declare that I have read the foregoing Affidavit of Successor Trustee, and it is true and correct to the best of my knowledge and belief.

Signature

Signed and sworn before me this [DATE] by affiant [YOUR NAME], who proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me.

[YOUR NAME]
Successor Trustee

This Affidavit of Successor Trustee is provided to formally notify [FINANCIAL INSTITUTION NAME] of the transfer of trust assets and to facilitate the smooth administration of the [TRUST NAME].

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