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Arizona - Santa Cruz County Affidavit of Successor Trustee Forms

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Form Package
Affidavit of Successor Trustee
State
Arizona
Area
Santa Cruz County
Price
$27.97
Delivery
Immediate Download

Payment Information

Included Forms

All Santa Cruz County specific forms and documents listed below are included in your immediate download package:


Santa Cruz County Affidavit of Successor Trustee Form Page 1

Affidavit of Successor Trustee Form - Santa Cruz County

Fill in the blank form formatted to comply with all recording and content requirements.
Included document last updated 7/18/2022

Santa Cruz County Affidavit of Successor Trustee Guide Page 1

Affidavit of Successor Trustee Guide - Santa Cruz County

Line by line guide explaining every blank on the form.
Included document last updated 9/19/2022

Santa Cruz County Completed Example of the Affiidavit of Successor Trustee Document Page 1

Completed Example of the Affiidavit of Successor Trustee Document - Santa Cruz County

Example of a properly completed form for reference.
Included document last updated 9/20/2022

Included Supplemental Documents

The Following Arizona and Santa Cruz County supplemental forms are included as a courtesy with your order.


Exemption Codes - Explanation (Arizona Document)


Affidavit of Property Value Form (Arizona Document)


Instructions-Affidavit of Value Form (Arizona Document)


Certificate of Acknowledgment (Arizona Document)


Cover Page (Arizona Document)


Jurat (Arizona Document)


Frequently Asked Questions:

  • How long does it take to get my forms?
    • Forms are available immediately after submitting payment.
  • What are supplemental forms?
    • Often when a deed is recorded additional documents are required by Arizona or Santa Cruz County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.
  • How do I get my forms, are they emailed?
    • After you submit payment you will see a page listing the Santa Cruz County forms you ordered with a download link to the pdf form file. You download the forms to your computer. You will also receive an email with a link to your download page in case you need it later.
  • What type of files are the forms?
    • All of our Santa Cruz County Affidavit of Successor Trustee forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.
  • Can the Affidavit of Successor Trustee forms be re-used?
    • Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Santa Cruz County that you need to transfer you would only need to order our forms once for all of your properties in Santa Cruz County.
  • Are these forms guaranteed to be recordable in Santa Cruz County ?
    • Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Santa Cruz County including margin requirements, content requirements, font and font size requirements.
  • Do I have to enter all of my property information online?
    • No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.
  • Can I save the completed form, email it to someone?
    • Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.
  • Do I need any special software to use these forms?
    • You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.
  • Are there any recurring fees involved?
    • No. Nothing to cancel, no memberships, no recurring fees.

Areas covered by these Affidavit of Successor Trustee Forms:

  • Santa Cruz County

Including:

  • Amado
  • Elgin
  • Nogales
  • Patagonia
  • Rio Rico
  • Sonoita
  • Tubac
  • Tumacacori

What is the Arizona Affidavit of Successor Trustee?

To transfer real property in a living trust from a trustee to a successor, the successor trustee executes and records an affidavit of successor trustee. The document contains sworn statements confirmed in the presence of a notary public, and provides notice that the successor has assumed the authority of the preceding trustee relevant to real property held in trust.

In addition to naming the affiant (the person making the sworn statements; in this case, the successor trustee), the affidavit contains the basic details about the trust for which the successor is assuming trusteeship, including its name, date, and settlor (person who created or contributed assets to the trust).

The form also requires information about the deed transferring the subject real property into trust, including the type and date of the deed, its location on record, and the grantee of the deed. The grantee is generally the preceding trustee who held title to the property. Because the affidavit confirms the successor's authority regarding the real property, the form also requires the legal description of said property. Further, the affidavit contains the details concerning the change in trusteeship.

It is not uncommon that an affidavit of successor trustee be referred to by a different name. For instance, an affidavit of death of trustee accomplishes the same task, but is obviously only useful when the preceding trustee has died. But what happens when the trustee has resigned, or another circumstance, such as removal, prevents the trustee from serving?

When a trust is served by multiple trustees and a vacancy occurs, the remaining co-trustees may act for the trust (14-10703(B)). However, Arizona statutes require a vacancy in individual trusteeship to be filled (and therefore, an affidavit of successor trustee to be recorded) in the following six cases: when a designated trustee rejects the trusteeship; when the designated trustee cannot be identified; when the trustee resigns; when the trustee is disqualified or removed; when the trustee dies; or when a guardian or conservator is appointed for an individual serving as a trustee (Ariz. Rev. Stat. 14-10704). Statutes provide the court with authority to appoint a trustee when "necessary for the administration of the trust," regardless of a vacancy ( 14-10704(E)).

A successor trustee may be designated in the original trust document (the instrument a settlor uses to establish a trust), or filled in the order provided for by statute: 1) by a person who is appointed by a person who has authority in the trust instrument to appoint a successor trustee; 2) by a person appointed by unanimous agreement of the qualified beneficiaries; and, finally, 3) by a person appointed by the court ( 14-10704(C)). (Note: this applies to noncharitable trusts only.)

Before recording in the county wherein the real property described in the affidavit is situated, the affiant must sign the document in the presence of a notary public. The form should adhere to content and formatting requirements for recording documents pertaining to interests in real property in the State of Arizona.

Contact a lawyer with questions.

Our Promise

The documents you receive here will meet, or exceed, the Santa Cruz County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

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Get your Santa Cruz County Affidavit of Successor Trustee form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.

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