Section 17402 Of Chapter 5. Transfer Of Trust To Another Jurisdiction From California Probate Code >> Division 9. >> Part 5. >> Chapter 5.
17402
. 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.