Trustee Appointment

Acceptance of Appointment by Successor Trustee

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.

Appointment of Co-Trustee

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.

Notice of Trustee 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.

Related Topics

Successor Trustee Acceptance of Appointment

Co-Trustee Appointment