Formal notice from a successor trustee to trust beneficiaries and heirs at law following a settlor's death, disclosing the trust's existence, trustee identity, and right to request a copy of the instrument, as required by the Uniform Trust Code and state statutes.
The Notice of Trust Administration to Beneficiaries is a ready-to-use legal & compliance template you can send for signature in minutes. It is written for 1 signer (trustee) and, by default, expires 30 days after it is sent if left unsigned. It covers trust, trustee, notice, beneficiaries, trust administration, successor trustee. Like every Abundera Sign template it is a convenience draft structured for ESIGN Act and UETA compliance, not a substitute for legal advice. Each signed copy is sealed with PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package in WORM storage.
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# Notice of Trust Administration to Beneficiaries > **Statutory deadline:** Many states require the successor trustee to deliver this notice within 60 days of the settlor's death (or within 60 days of assuming administration). Failure to give timely notice may affect the trust contest statute of limitations. Confirm the deadline under your state's law. **Date of This Notice:** ___________ **State of Trust Administration:** ___________ --- ## Trustee Information This notice is given by: **Full Legal Name of Trustee:** ___________ **Role:** ___________ **Address:** ___________ **Phone Number:** ___________ **Email Address:** ___________ **Name and Address of Trustee's Attorney (if applicable):** ___________ ___________ ___________ --- ## Trust Identification **Full Name of Trust:** ___________ **Date of Trust Agreement:** ___________ **Name of Settlor(s) / Grantor(s):** ___________ **Date of Settlor's Death:** ___________ **Amendment(s) to Trust (dates):** ___________ --- ## Recipient of This Notice **Full Name of Recipient:** ___________ **Address:** ___________