Notice of Proposed Action by Trustee Template

Date: [Date]

Trust Name: [Full Name of Trust]
Original Trust Date: [Date]
Trustee: [Full Name]
Mailing Address: [Address]
Email Address: [Email Address]

To: [Beneficiary Full Name]
Address: [Address]
Email Address: [Email Address]

1. Statement of Notice

This notice is given pursuant to California Probate Code section 16502 as a Notice of Proposed Action by Trustee.

The undersigned Trustee gives notice of the proposed action described below regarding the above-referenced trust.

2. Trustee Information

Trustee Name: [Full Name]
Mailing Address: [Address]
Email Address: [Email Address]

3. Contact for Additional Information

If you want additional information regarding the proposed action, please contact:

Name: [Full Name]
Phone Number: [Phone Number]
Email Address: [Email Address]

4. Description of Proposed Action

The Trustee proposes to take the following action:

[Describe the proposed action in specific terms]

Examples may include:

[sale of trust property]
[distribution of trust assets]
[investment or reinvestment decision]
[settlement of a transaction permitted under the statute]
[other trust administration action]

5. Reason for Proposed Action

The reasons for the proposed action are as follows:

[Explain the reasons clearly]

Additional facts supporting the proposed action, if any:

[Insert details]

6. Date Action May Be Taken

The proposed action may be taken on or after:

[Date]

If the action is intended to become effective on a stated date, that date is:

[Date]

7. Time to Object

Any objection to the proposed action must be made in writing and delivered to the Trustee within the time stated in this notice.

The objection deadline is:

[Date]

This deadline must be at least 45 days from delivery or receipt of this notice.

8. Method of Objection

A beneficiary who objects to the proposed action should send or deliver a written objection to:

[Trustee Name]
[Mailing Address]
[Email Address, if accepted]

The objection should identify the proposed action and clearly state that the beneficiary objects.

9. Effect of No Objection

If no timely written objection is received, the Trustee may proceed with the proposed action after the objection period expires, subject to applicable law and the trust terms.

If a timely written objection is received, the Trustee or a beneficiary may petition the court regarding whether the proposed action should be taken, modified, or denied.

10. Additional Trust Information, if Needed

Additional information regarding the trust, the property involved, the proposed transaction, or related documents:

[Insert details]

11. Optional Consent

A beneficiary may consent in writing to the proposed action.

If you wish to consent, you may sign the following:

I consent to the proposed action described in this Notice of Proposed Action by Trustee.

Beneficiary Signature: __________________________
Name: [Full Name]
Date: [Date]

12. Trustee Signature

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

13. Optional Proof of Delivery

This notice was delivered by:

☐ mail
☐ personal delivery
☐ email
☐ other: [Describe]

Date of delivery: [Date]

Delivered to:

[Name of Recipient]

14. Optional Beneficiary Objection Form

I object to the proposed action described in this Notice of Proposed Action by Trustee.

Beneficiary Signature: __________________________
Name: [Full Name]
Date: [Date]

Reason for objection, if any:

[Insert details]