The petition for transfer shall set forth all of the following:
(a) The names and places of residence of the following:
(1) The trustee administering the trust in this state.
(2) The trustee, including any domiciliary trustee, who will administer the trust or trust property in the other jurisdiction.
(b) The names, ages, and places of residence of the living beneficiaries, as far as known to the petitioner.
(c) Whether the trustee who will administer the trust in the other jurisdiction has agreed to accept the trust. If so, the acceptance or a copy shall be attached as an exhibit to the petition or otherwise filed with the court.
(d) A general statement of the qualifications of the trustee who will administer the trust in the other jurisdiction and the amount of fiduciary bond, if any. If the trustee is an individual, the statement shall include the trustee’s age.
(e) A general statement of the nature and value of the property of any trust of the same settlor being administered in the other jurisdiction by the trustee who will administer the trust in the other jurisdiction.
(f) The name of the court, if any, having jurisdiction of the trustee in the other jurisdiction or of its accounts or in which a proceeding may be had with respect to administration of the trust or the trustee’s accounts.
(g) A statement of the character, condition, location, and value of the trust property sought to be transferred.
(h) Whether there is any pending civil action in this state against the trustee arising out of the administration of the trust sought to be transferred.
(i) A statement of the reasons for the transfer.
(Enacted by Stats. 1990, Ch. 79.)
Last modified: October 25, 2018