When a Successor Trustee is needed to replace the original Trustee, an acceptance of appointment should be utilized. Use the following form to evidence the fact that the Successor Trustee has accepted the trustee authority.
Sometimes the acting Trustee is unable to carry out their duties and needs the assistance of a Co-Trustee. If the acting Trustee is authorized to appoint a Co-Trustee in the Trust document, use the following form to make the appointment.
Trust makers or Beneficiaries might need to be notified when a Successor Trustee or Co-Trustee steps in or takes control. Use the below form letter to send notices to these interested parties.
Resignation of a prior trustee is sometimes a prerequisite step to appointing a new trustee. Ensure you have complied with the requirements of administering your trust.
If a trustee if cognitively impaired, especially if the trustee is the trust grantor, take care to ensure proper transition of the fiduciary authorities and powers to the successor trustee.
When a trust transitions to the fiduciary control by someone other than the trust grantor (trust maker), credentials might be requested by various parties.