A successor trustee affidavit documents the change in trusteeship and the successor’s acceptance. It does not replace the trust’s conditions for succession, proof of the prior trustee’s death, incapacity, resignation, or removal, a certification of trust, beneficiary notices, or asset-specific transfer documents.
Last reviewed: September 21, 2026
Important: Complete the affidavit only after confirming that the succession condition has occurred. A notarized signature gives stronger evidence, but the trust and state law control acceptance and notice duties.
How to use the Successor Trustee chart
Confirm that the event causing the successor trustee to serve has occurred and that the trust’s succession requirements have been satisfied. Then review the state row for acceptance, beneficiary-notice, timing, and other special requirements.
| State | Primary authority | Typical notice timing | Acceptance or special point |
|---|---|---|---|
| Alabama | Ala. Code §§ 19-3B-701, 19-3B-813 | 60 days after acceptance | Follow the trust’s acceptance method; notice qualified beneficiaries of acceptance and contact information. |
| Alaska | Alaska Stat. §§ 13.36.076, 13.36.080 | 30 days after acceptance | Notice qualified beneficiaries and provide trustee contact information. |
| Arizona | Ariz. Rev. Stat. §§ 14-10701, 14-10813 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Arkansas | Ark. Code §§ 28-73-701, 28-73-813 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| California | Cal. Prob. Code §§ 15600, 16061.7 | 60 days after a change of trustee of an irrevocable trust | Other triggering events, including a settlor’s death, can also require notice. |
| Colorado | Colo. Rev. Stat. §§ 15-5-701, 15-5-813 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Connecticut | Conn. Gen. Stat. §§ 45a-499ee, 45a-499kkk | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Delaware | 12 Del. C. §§ 3323, 3546 | No general acceptance deadline | A successor should document acceptance; an optional notice may start a contest period. |
| Florida | Fla. Stat. §§ 736.0701, 736.0813 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Georgia | Ga. Code §§ 53-12-201, 53-12-242 | No acceptance-specific deadline; 60 days after irrevocability | Check whether a separate irrevocability notice is triggered. |
| Hawaii | Haw. Rev. Stat. §§ 554D-701, 554D-813 | 60 days after the settlor’s death | The notice obligation is tied principally to the settlor’s death. |
| Idaho | Idaho Code §§ 15-7-101, 15-7-303 | 30 days after acceptance when registration applies | Check Idaho trust-registration and beneficiary-notice requirements. |
| Illinois | 760 ILCS 3/701, 3/813.1 | 90 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Indiana | Ind. Code §§ 30-4-2-4, 30-4-3-6 | No general event-based deadline | Ongoing information and request rights still apply. |
| Iowa | Iowa Code §§ 633A.4101, 633A.4213 | Within a reasonable time after administration begins or the trust becomes irrevocable | Document acceptance and provide the required information. |
| Kansas | Kan. Stat. §§ 58a-701, 58a-813 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Kentucky | Ky. Rev. Stat. §§ 386B.7-010, 386B.8-130 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Louisiana | La. Rev. Stat. §§ 9:1781, 9:2088–9:2089 | No general initial notice deadline | Annual accounting and information duties may still apply. |
| Maine | 18-B Me. Rev. Stat. §§ 701, 813 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Maryland | Md. Code, Est. & Trusts §§ 14.5-701, 14.5-813 | 60 days after acceptance; 90 days after irrevocability | Both deadlines may matter depending on the event. |
| Massachusetts | Mass. Gen. Laws ch. 203E, §§ 701, 813 | 30 days after the later of acceptance or irrevocability | Send notice to the qualified beneficiaries identified by statute. |
| Michigan | Mich. Comp. Laws §§ 700.7701, 700.7814 | 63 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Minnesota | Minn. Stat. §§ 501C.0701, 501C.0813 | No general event-based deadline | Ongoing information and request rights still apply. |
| Mississippi | Miss. Code §§ 91-8-701, 91-8-813 | 60 days after acceptance and nonexcluded funding | The notice clock depends on both acceptance and funding. |
| Missouri | Mo. Rev. Stat. §§ 456.7-701, 456.8-813 | 120 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Montana | Mont. Code §§ 72-38-701, 72-38-813 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Nebraska | Neb. Rev. Stat. §§ 30-3866, 30-3878 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Nevada | Nev. Rev. Stat. §§ 163.002, 164.021 | No general acceptance deadline | An optional notice can start a contest period. |
| New Hampshire | N.H. Rev. Stat. §§ 564-B:7-701, 564-B:8-813 | 60 days after the later of acceptance or the last surviving settlor’s death | Confirm which triggering event occurred last. |
| New Jersey | N.J. Stat. §§ 3B:31-49, 3B:31-67 | No general initial notice deadline | Ongoing information and request rights still apply. |
| New Mexico | N.M. Stat. §§ 46A-7-701, 46A-8-813 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| New York | N.Y. EPTL arts. 7 and 11; SCPA art. 22 | No general event-based initial notice deadline | Trust terms and fiduciary accounting duties govern; asset holders may require additional proof. |
| North Carolina | N.C. Gen. Stat. §§ 36C-7-701, 36C-8-813 | No general initial notice deadline | Ongoing information and request rights still apply. |
| North Dakota | N.D. Cent. Code §§ 59-15-01, 59-16-13 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Ohio | Ohio Rev. Code §§ 5807.01, 5808.13 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Oklahoma | 60 Okla. Stat. §§ 1607.1, 1608.12 | 60 days after acceptance | Check the statute’s beneficiary age and scope rules, effective from 2025 amendments. |
| Oregon | Or. Rev. Stat. §§ 130.520, 130.710 | Within a reasonable time | Document acceptance and provide the required information. |
| Pennsylvania | 20 Pa. Cons. Stat. §§ 7761, 7780.3 | No acceptance clock; 30 days for certain death or incapacity events | A change-of-trusteeship notice is required even without a fixed acceptance deadline. |
| Rhode Island | R.I. Gen. Laws tit. 18 | No general statutory deadline | Follow the trust and document acceptance; check transaction-specific proof requirements. |
| South Carolina | S.C. Code §§ 62-7-701, 62-7-813 | 90 days | South Carolina combines relevant notice timing in its statute. |
| South Dakota | S.D. Codified Laws §§ 55-4-31, 55-2-13 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Tennessee | Tenn. Code §§ 35-15-701, 35-15-813 | 60 days after acceptance and nonnominal funding | The notice clock depends on both acceptance and funding. |
| Texas | Tex. Prop. Code §§ 112.009, 113.151 | No general event-based notice deadline | Common-law duties to keep beneficiaries informed are preserved. |
| Utah | Utah Code §§ 75B-2-701, 75B-2-811 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Vermont | 14A V.S.A. §§ 701, 813 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Virginia | Va. Code §§ 64.2-757, 64.2-775 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| Washington | Wash. Rev. Code §§ 11.98.039, 11.98.072 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
| West Virginia | W. Va. Code §§ 44D-7-701, 44D-8-813 | Within a reasonable time | Document acceptance and provide the required information. |
| Wisconsin | Wis. Stat. §§ 701.0701, 701.0813 | Within a reasonable period | Document acceptance and provide the required information. |
| Wyoming | Wyo. Stat. §§ 4-10-701, 4-10-813 | 60 days after acceptance | Follow the trust’s acceptance method and send the statutory notice. |
No matching state found.
Important: This guide is a general educational summary. Laws, court rules, recording practices, and institutional requirements can change and may depend on your facts. Review the governing trust and current law, and consult a licensed attorney when you are unsure.