MUTC Advisory and Updated Trust Forms

The Mass. Probate and Family Court Department issued a Procedural Advisory on Trust Matters along with new and revised trust forms on January 24, 2013.  This document provides a summary of the general procedural changes as a result of the enactment of the MUTC, St. 2012, c. 140, sec. 56, effective July 8, 2012.  "Chapter 140 amended various sections of G.L. c. 190B, the Massachsuetts Uniform Probate Code ("MUPC") and incorporated the MUTC as Chapter 203E of the General Laws."  According to the Press Release, the following forms have been added or changed:

"The following new trust forms have been created:Pp

• MPC 275- Statement of Confirmation of a Testamentary Trustee
• MPC 351- General Trust Petition for Appointment of Guardian ad Litem
• MPC 777- Decree and Order on General Trust Petition Appointing Guardian ad Litem
• MPC 266- Petition for Registration/Removal/Appointment of a Successor Trustee
• MPC 782- Decree and Order on Petition for Resignation/Removal/Appointment of a Successor Trustee 
• MPC 267- Petition to Terminate a Trust
• MPC 783- Decree and Order to Terminate a Trust"

"The following trust forms have been revised:

• MPC 201- General Trust Petition
• MPC 857- Petition for Allowance of Account
• MPC 791- Decree and Order of Allowance of Account
• MPC 295- Petition to Modify Bond
• MPC 776- Decree and Order to Modify Bond"

"The following trust forms have been deleted and replaced by form MPC 275- Statement of Confirmation of Testamentary Trustee:

• MPC 275- Petition for Appointment of Testamentary Trustee
• MPC 781- Decree and Order on Petition for Appointment of Testamentary Trustee"

The new and revised forms are included on the Court's main MUPC Forms Page.  More information about the MUTC and MUPC can be found at our Mass. Law About Trusts and Mass. Law About Wills and Estates.