Forms & Services
Trusts
*NOTE* Pursuant to this Court’s Local Rule 75.1, which became effective August 12, 2021, any person wishing to represent themselves in any probate action in this court shall review, sign, and file the attached Self-Representation Acknowledgement when engaging in a probate proceeding without legal representation.
A trust is a fiduciary relationship in which one party or entity (called a trustee) holds legal title to another’s property for the benefit of another.
There are many types of trusts that can be created. However, only a few types of trusts are actually administered by the Probate Court. These trusts include testamentary trusts, wrongful death trusts and special needs trusts.
These trusts are very specialized and should only be created with the help of an attorney. Living trusts are not administered by this Court.
If a trust is established in the probate court, the trustee must file an inventory with the Court. Trustees are further required to file an accounting with the Probate Court every two years.
Individual Forms for Trusts
| Application For Authority To Expend Funds | Download | |
| TR01 | Trust Beneficiaries | Download |
| TR02 | Application for Appointment of Trustee | Download |
| TR03 | Trustee's Bond | Download |
| TR04 | Fiduciary's Acceptance Trustee | Download |
| TR05 | Entry Appointing Trustee; Letters of Authority | Download |
| TR06 | Trustee's Inventory | Download |
| TR07 | Trustee's Account | Download |
| TR07.1 | Trustee's Receipts and Disbursements | Download |
| TR07.2 | Assets Remaining in Trustee's Hands | Download |
| TR08 | Entry Setting Hearing on Account | Download |
| TR09 | Waiver of Notice on Hearing on Account | Download |
| TR10 | Notice of Hearing on Account | Download |