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Certificate of appointment of estate trustee 2026
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- 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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Related links
Feb 24, 2026 A trustee may be needed in lieu of (or in addition to) an executor in situations where there is a revocable living trust or testamentary trustRead more
A collection of court forms related to wills, estates, and trusts for use in Probate and Family Court sorted by subject.