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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.

Successor Trustee Acceptance of Appointment Form

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.

Co-Trustee Appointment and Acceptance Form

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.

Notice of Trustee Appointment

Related Topics

Trustee Resignation

Trustee Resignation

Trustee Resignation

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.

Trustee Resignation

Trustee Disability

Trustee Resignation

Trustee Resignation

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.

Read More about Select Issues with Trustee Disability

Trustee Authority

Trustee Resignation

Trustee Authority

When a trust transitions to the fiduciary control by someone other than the trust grantor (trust maker), credentials might be requested by various parties.

Trustee Authority Forms and Certifications

Successor Trustee Acceptance of Appointment

Acceptance Appointment Successor Trustee (pdf)Download

Co-Trustee Appointment

CoTrustee Appoint (pdf)Download

Notice of Trustee Appointment

Notice of Trustee Appoint form (pdf)Download

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