Notice Of Proposed Consolidation Of Trusts

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Notice Of Proposed Consolidation Of Trusts is a commonly used form within Idaho. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Notice Of Proposed Consolidation Of Trusts

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Notice Of Proposed Consolidation Of Trusts:

• This form pertains to the State of Idaho

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Idaho’s Form IUPC087 - Notice Of Proposed Consolidation Of Trusts up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Idaho form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Idaho probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form IUPC087, take a break, and then review. Probate and estate settlement processes in ID are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form IUPC087 online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form IUPC087 witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Notice Of Proposed Consolidation Of Trusts to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Idaho.

5 reasons you should submit IUPC087 as quickly as possible:

1. The sooner you begin, the faster Idaho can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Idaho. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of Idaho is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Idaho probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Idaho probate clerk or court for exact answers regarding Form IUPC087, and when in doubt— consult a qualified trust & estates lawyer for that area.

Notice Of Proposed Consolidation Of Trusts is one of the many probate court forms available for download through Atticus.

It may also be available through some Idaho probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Idaho.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form IUPC087 - Notice Of Proposed Consolidation Of Trusts f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Idaho probate court office.

Notice Of Proposed Consolidation Of Trusts is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Idaho-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on Idaho Form IUPC087 - Notice Of Proposed Consolidation Of Trusts. You can use this to get an idea of the context of the form and what type of information is needed.

NOTICE OF PROPOSED CONSOLIDATION OF TRUSTS - 1 IUPC Form 87 -- Notice of Proposed Consolidation of Trusts (I.C. 15-7- 402(2)) IN THE DISTRICT COURT OF THE ________ JUDICIAL DISTRICT OF THE STATE OF IDAHO, IN AND FOR THE COUNTY OF ________ IN THE MATTER OF THE ) ) ) CASE NO. __________________ ) ) NOTICE OF PROPOSED ) CONSOLIDATION _______________________________ ) OF TRUSTS ) (I.C. 15-7-402(2)) ) 1. The undersigned Trustee has determined that it would be in the best interests of the beneficiaries to consolidate the ________________ trust, registered on ___________________ in the District Court of the _________ Judicial District of the State of Idaho, in and for the County of ____________, and the _____________ trust registered on __________ in the District Court of the ___________ Judicial District of the State of Idaho, in and for the County of ___________, into one trust to be known as ______________ and to be governed by the provisions of the trust agreement dated ________ by and between _____________ as grantor(s) and ______________ as trustee. 2. The undersigned Trustee has determined: (a) that consolidation of the trusts is not inconsistent with the intent of the trustor with regard to any trust of the trusts to be consolidated; (b) that consolidation would facilitate administration of the trusts to be consolidated; (c) that consolidation would be in the best interests of all beneficiaries of the trusts to be consolidated; and, NOTICE OF PROPOSED CONSOLIDATION OF TRUSTS - 2 (d)that consolidation would not materially impair the respective interests of the beneficiaries in the trusts to be consolidated. 3.The governing instruments of the trusts to be consolidated are attached hereto. 4.Statements of the assets and liabilities of the trusts to be consolidated, dated within ninety (90) days of the date of this Notice, are attached hereto. 5.The terms and manner of consolidation are: (a)___ the assets and liabilities of the trusts to be consolidated will, following consolidation, be held and administered as one trust under the provisions of the governing instrument of the ______________ trust. (b) ___ the assets and liabilities of the trusts to be consolidated will, following consolidation, be held and administered as follows: . 6.The reasons supporting the proposed consolidation are: (a)___ Consolidation will reduce the costs of administering the trusts; (b)___ Consolidation will allow for more timely distributions from the trust; (c)___ Consolidation will _____________________________. 7.As a recipient of this notice, you have a right to petition for a judicial determination of the proposed consolidation as provided for in Section 15-7-402(3), Idaho Code. 8.This Notice is being given to all interested persons of all trusts affected by the consolidation and to any trustee of any trust who has not joined in this Notice. Enclosed herewith is a form on which you may indicate your consent or objection to the proposed consolidation. Please complete the enclosed form and mail the form to the Trustee at your earliest convenience. Dated:______________ __________________________________ Signature of Trustee’s Attorney NOTICE OF PROPOSED CONSOLIDATION OF TRUSTS - 3 VERIFICATION STATE OF IDAHO ) : ss COUNTY OF _____________ ) If Trustee is an Individual The undersigned, being sworn, having read the foregoing, says that the facts set forth in this Notice of Proposed Consolidation of Trusts are true, accurate and complete to the best of undersigned's knowledge and belief. __________________________________ Trustee ________________________________ ________________________________ ________________________________ [printed or typed name, mailing ad d ress and phone number] SUBSCRIBED AND SWORN to before me this _____ day of ________________, 20 _____. ___________________________________ NOTARY PUBLIC Residing at: ______________________ My Commission Expires: ____________ NOTICE OF PROPOSED CONSOLIDATION OF TRUSTS - 4 If Trustee is an Entity The undersigned, ________________________, being sworn, says that the undersigned is an officer of ________________________, the Trustee herein, that the undersigned is duly authorized to act in behalf of Trustee, and that the facts set forth in the foregoing Notice of Proposed Consolidation of Trusts are true, accurate, and complete to the best of the undersigned's knowledge and belief. Trustee: By________________________________ Title:_____________________________ _________________________________ _________________________________ _________________________________ [printed or typed name, mailing address and phone number] SUBSCRIBED AND SWORN to before me this _____ day of ________________, 20 _____. ____________________________________ NOTARY PUBLIC Residing at: ______________________ My Commission Expires: ____________ NOTICE OF PROPOSED CONSOLIDATION OF TRUSTS - 5 Proof of Service 1 STATE OF IDAHO ) : ss COUNTY OF ________ ) The undersigned certifies that the undersigned is the trustee of the above captioned trust and that the undersigned duly served the within notice by: (a) ___ handing to and leaving with each person named below a true copy of said notice on the date and at the place set forth opposite such person's name: Name Date Place _________________ ________ ____________________________ _________________ ________ ____________________________ _________________ ________ ____________________________ _________________ ________ ____________________________ (b) ___ leaving a true and correct copy of said notice with a person of suitable age and discretion residing at the usual abode of each person named below on the date and at the place set forth opposite such person's name. Name Date Place _________________ ________ ____________________________ _________________ ________ ____________________________ _________________ ________ ____________________________ _________________ ________ ____________________________ (c) ___ delivering a true copy of said notice to the agent, officer, or legal guardian authorized by appointment or by law to receive service of process on behalf of each person named below on the date, at the place and to the agent, (etc.), set forth below opposite such person's name. 1 (Committee Comment) This Notice must be given by the trustee by personal service or certified mail to all interested persons of any trust to be consolidated and to any trustee of such trusts who has not joined in the Notice. I.C. 15-7-402(2). NOTICE OF PROPOSED CONSOLIDATION OF TRUSTS - 6 Name Date Place Agent (etc.) ______________ ______ _____________________ ___________ ______________ ______ _____________________ ___________ ______________ ______ _____________________ ___________ ______________ ______ _____________________ ___________ (d) ___ by mailing a true copy of said notice by certified mail, postage prepaid, to each person named below on the date set forth below and to the address set forth below: Name Date Address _________________ ________ ____________________________ _________________ ________ ____________________________ _________________ ________ ____________________________ _________________ ________ ____________________________ ___________________________________ Signature of Trustee SUBSCRIBED AND SWORN to before me this _____ day of ________________, 20____. ___________________________________ NOTARY PUBLIC Residing at: ______________________ My Commission Expires: ____________ ------------------------------------------------------------------ While this document is styled as a Court pleading, there is no statutory requirement that it be filed with the Court. If the trustee receives written consent from all persons entitled to notice, the trustee may proceed to consolidate the trusts. I.C. § 15- 7-402(2).