If the trustee of record at the tax collector’s office for a non-profit is deceased, what documentation is required to change the trustee?

Asked on November 13, 2012 under Estate Planning, California

Answers:

FreeAdvice Contributing Attorney / FreeAdvice Contributing Attorney

Answered 8 years ago | Contributor

The way the non-profit changes the designated deceased trustee's name for it is for the members of the trust or entity to hold a meeting and designate a new trustee. From there a memorandum of the resolution would be passed and signed by all interested members and then a notice of such by the new trustee would be submitted to the county tax collector's office.


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