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lwpat, Attorney at Law
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Our mother named my sister and myself as successor trustees.

Resolved Question:

Our mother named my sister and myself as successor trustees. My sister was listed first, but does not want to assume responsibilities. I have agreed to serve as successor trustee, but the bank says that sister must resign as a successor trustee in order for me to assume responsibility for trust activities. How do we accomplish this? The trust is in CA. I live in CA. Sister lives in Idaho.

Thank you.!

Submitted: 1 year ago.
Category: Estate Law
Expert:  lwpat replied 1 year ago.

She can execute a form resigning as trustee and appointing you as the successor trustee. It should be witnessed and notarized just like a deed. Here are some sample forms

http://www.docstoc.com/docs/4166030/Certificate-Of-Resignation-Of-Trustee

http://www.docstoc.com/docs/65495876/Affidavit-of-Successor-California

lwpat, Attorney at Law
Category: Estate Law
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