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Certification Of Trust Pdf: What You Should Know

You received this letter because you were approved as a trust executor or trust administrator by the state.  A. The California court has entered a final decree designating you as Trustee of a trust or granting you the authority to manage a trust, including powers and duties under the terms of a trust instrument. Your appointment was confirmed by the California Probate and Family Court. The decree is made and evidenced by a Certificate of Trust. B. Upon our receiving notice that the California Probate and Family Court no longer has jurisdiction over this estate by reason of your death, we shall, immediately after that date, appoint you the Trustee of the trust to receive, administer and dispose of the trust assets of the estate by taking custody, and disposing of the trust property subject to the provisions of this chapter of the California Probate and Family Code. In order for us to make our appointment, you shall (a) sign the Certificate of Trust for good and sufficient reason for the appointment, and in that manner be deemed to have received a duly executed and delivered order appointing you as Trustee of the trust; (b) pay a fee payable to the California Attorney General pursuant to Section 13200 of the California Evidence Code and an administrative fee of 50.00; (c) submit to our appointment and (d) serve on the persons named in the certificate of trust, including the person named as executor, if the estate is being administered as a trust. Your appointment is effective for one year from when you make it, and you and the executor will serve on the person named in the certificate of trust, if that person is a party to the trust upon (i) a signed and witnessed Affidavit of Service, if the estate is being served under an appointment; or (ii) otherwise at the time the person is served with the trust asset or other document that confirms the trust, if the estate is being served, under an order made by the California Probate and Family Court. C. Your appointment is effective immediately. You may serve notice of this appointment upon the heirs in the manner and on the form provided by this chapter. Your appointment as Trustee shall terminate at the close of the court term unless renewed by the court. Upon expiration of your appointment, the executor shall appoint a successor Trustee of the trust that shall take possession of and administer the assets of the estate. 4.7.

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