Appointment of Successor Trustee Template

This Appointment of Successor Trustee is made on [Date].

1. Trust Information

Trust Name: [Name of Trust]
Original Trust Date: [Date]
Settlor / Grantor: [Full Name]

Any amendment or restatement relevant to this appointment:

[Insert details or write “None”]

2. Current Trustee Information

Current Trustee Name: [Full Name]

The current trustee is no longer serving because of:

☐ resignation
☐ death
☐ incapacity
☐ removal
☐ other: [Describe]

Effective date the current trustee stopped serving: [Date]

3. Authority for Appointment

This appointment is made under the authority of:

☐ the terms of the trust agreement
☐ a trust amendment
☐ written consent of authorized persons
☐ court order
☐ other: [Describe]

Additional authority details, if any:

[Insert details]

4. Appointment of Successor Trustee

The following person is appointed as Successor Trustee of the trust:

Successor Trustee Name: [Full Name]
Address: [Address]
City, State, ZIP Code: [City, State, ZIP Code]

5. Effective Date of Appointment

This appointment shall become effective on:

[Date]

As of that date, the Successor Trustee shall have the authority to act under the trust to the extent allowed by the trust terms and applicable law.

6. Acceptance by Successor Trustee

The undersigned Successor Trustee accepts the appointment and agrees to act as trustee according to the trust terms and applicable law.

The Successor Trustee agrees to administer the trust in good faith and for the benefit of the persons entitled under the trust.

7. Trustee Powers and Duties

The Successor Trustee shall have the rights, powers, duties, and responsibilities granted under:

☐ the original trust document
☐ any valid trust amendments
☐ applicable law
☐ court order, if applicable
☐ other: [Describe]

8. Transfer of Trust Property and Records

The outgoing trustee, if available, shall transfer trust records, account information, keys, documents, and control of trust property to the Successor Trustee as reasonably required.

Items to be transferred may include:

[bank records]
[trust accounting records]
[titles or deeds]
[tax records]
[beneficiary information]
[other trust materials]

9. Notice to Third Parties

The parties may provide copies of this appointment to banks, brokers, title companies, beneficiaries, advisors, and other third parties as reasonably necessary to confirm the authority of the Successor Trustee.

Additional notice instructions, if any:

[Insert details]

10. Additional Terms

Additional terms regarding the trustee change, transition, limitations, or special instructions, if any:

[Insert details]

11. Signatures

Outgoing Trustee Signature, if applicable: __________________________
Name: [Full Name]
Date: [Date]

Successor Trustee Signature: __________________________
Name: [Full Name]
Date: [Date]

Settlor / Grantor Signature, if applicable: __________________________
Name: [Full Name]
Date: [Date]

Additional Authorized Signature, if needed: __________________________
Name: [Full Name]
Date: [Date]

12. Notary Acknowledgment

State of [State]
County of [County]

On this [Day] of [Month], [Year], before me, the undersigned notary public, personally appeared [Name of Signer(s)], known to me or satisfactorily proven to be the person(s) whose name(s) are subscribed to this instrument, and acknowledged that they executed the same for the purposes stated herein.

Notary Public Signature: __________________________
Name: [Notary Name]
My Commission Expires: [Date]