[WSBAPT] Trust - QC Deed - Deceased Trustee

Thu Aug 29 10:36:48 PDT 2019

If the plan is to sell, contact your favorite title company and order a preliminary title commitment. You should be able to work with Title to determine what they will need in order for your current Trustee to be able to sign on behalf of the Trust in the upcoming sale.

I suspect no need to change deeds, simply an explanation of the situation, death certificates for first Trustee, declination to serve from first successor, etc. might be enough.

Heather

Heather S. de Vrieze
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of William Brewer
Sent: Thursday, August 29, 2019 10:04 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Trust - QC Deed - Deceased Trustee

Listmates:

Imagine several of you have dealt with this situation before.

PC is the second Successor Trustee of a Trust (first Successor Trustee is alive, but no longer wanted to serve). The trust’s main asset is a home. The original Trustee (who is now deceased) received the property as Trustee per QC deed in the 90s. The QC deed stated: “convey and quitclaim to [deceased Trustee], Trustee”. Nothing is said about a successor trustee in the QC deed. The deed has not been changed or updated since the 90s.

The PC and Beneficiaries now wish to sell the property and wind up the Trust. The PC/current Trustee must execute a deed to remove it from the trust, but their name is not on the QC Deed. What is the most effective way of dealing with this to make sure the current Trustee can sell the property?

A correction deed only seems appropriate for minor clerical errors. Is the best route to file a current declaration of trust or affidavit of change of trustee in the county where the deed is recorded? An Affidavit of Death of Trustee and Consent of Successor Trustee?

Any help and especially examples you previously used would be greatly appreciated. I want to make sure I am not missing something and dealing with this the most efficient way possible for PC.

Feel free to message me directly. Thank you for your help!

Best Regards,

Will Brewer

William P. Brewer
Ravenna Estate Law
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