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01. Edit your certificate of appointment of estate trustee online
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Send application for certificate of appointment of estate trustee with a will via email, link, or fax. You can also download it, export it or print it out.
How to use or fill out certificate of appointment of estate trustee with our platform
- Click ‘Get Form’ to open the certificate of appointment of estate trustee in the editor.
- Begin by filling in the details about the deceased person. Include their full name, date of birth, and address. If applicable, provide any other names they were known by.
- Indicate the marital status of the deceased and provide details regarding any previous marriages, including whether they were terminated by divorce.
- List all persons entitled to share in the estate. Include their names, addresses, relationships to the deceased, and ages if under 18.
- Detail the value of assets in the estate. Separate personal property from real estate and ensure you do not include joint properties or insurance payable to named beneficiaries.
- Complete the affidavit section by confirming your identity as a trust officer and affirming that no will has been found. Ensure all necessary consents are attached.
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