FORM INSTRUCTIONS:

To complete the “Agreement Setting Forth The Settlor of (NAME OF TRUST)” form, simply complete the form information below.  After clicking the ‘Submit’ button, the form will be processed and a completed form will be sent to the email address entered in the form.

Please review the completed form carefully, and make any changes necessary before filing.

 

Removal of Trustee and Appointment of Successor Trustee

Assignment of Interest form for Real Estate Trust.

  • Please enter the email address of the person submitting this form.
  • Please enter a number from 1 to 31.
    Please indicate the date (number) the assignment is being made. Be sure to add the appropriate 'st., nd., rd. or th.' suffix. For example, 1st., 2nd., 3rd., 4th., etc.)
  • Please choose the Month the assignment is being made from the dropdown menu.
  • Please enter a number from 23 to 99.
    Please indicate the last two digits of the year the assignment is being made. (Example: Year is 2023, input should be '23')
  • Please enter the name of the authorized Settlor of the Trust. (PLEASE ENTER NAME IN ALL CAPS)
  • Please indicate the name of the ORIGINAL Trustee - This is the person being replaced in this filing. (PLEASE ENTER NAMES IN ALL CAPS)
  • Please indicate the name of the SUCCESSOR Trustee - This is the person replacing the ORIGINAL Trustee in this filing. (PLEASE ENTER THE NAME IN ALL CAPS)
  • Please indicate the name of the trust. (PLEASE ENTER THE NAME IN ALL CAPS)