Trust advisory form 2026

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The document is a Trust Advisory for the sale of a property located at 18100 Virginia Dr, Los Gatos, CA, held in a trust. It outlines the obligations and exemptions applicable to the trustee acting as the seller, including exemptions from certain disclosures like the Real Estate Transfer Disclosure Statement and Natural Hazard Disclosure Statement. However, it emphasizes that the seller must still comply with common law duties regarding fraud and disclose known material facts about the property. The advisory also details requirements related to safety devices, lead-based paint disclosures, tax withholding obligations, and local laws that may impose additional requirements.

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Click ‘Get Form’ to open the Trust Advisory form in the editor.
Begin by entering the Property Address in the designated field. Ensure accuracy as this is crucial for all subsequent disclosures.
Review the Exemptions section carefully. Mark any applicable exemptions that apply to your situation, ensuring you understand which obligations are waived.
Proceed to the Requirements section. Fill out any necessary disclosures regarding known material facts affecting the property’s value and desirability.
In the Other Considerations section, note any local laws that may impose additional obligations on your sale. This ensures compliance with local regulations.
Finally, have all parties sign and date at the bottom of the form. Use our platform's signature feature for a seamless signing experience.

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