What form at the court needs to be filed to be re-appointed trustee?

Asked on July 9, 2012 under Estate Planning, California

Answers:

M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney

Answered 8 years ago | Contributor

So you were once appointed as trustee and for some reason stepped down?  And now you wish to be re appointed?  Then you should probably file the same petition filed last time to be apointed. It should probably include a description of the procedure required by the trust instrument for such appointment, detailed information demonstrating that the proposed trustee is qualified to be appointed as a trustee of the trust, whether some or all of the beneficiaries of the trust have been consulted about the appointment of the proposed trustee, and a recommendation for the amount of the bond of the proposed trustee or a showing of good cause why a bond should not be required. You may want to consult an attorney.  Good luck.


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