Trustee Resignation Template

This Trustee Resignation 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 resignation:

[Insert details or write “None”]

2. Resigning Trustee Information

Trustee Name: [Full Name]
Address: [Address]
City, State, ZIP Code: [City, State, ZIP Code]
Phone Number: [Phone Number]
Email Address: [Email Address]

The undersigned is currently serving as:

☐ sole trustee
☐ cotrustee
☐ successor trustee
☐ other: [Describe]

3. Statement of Resignation

I hereby resign from my position as trustee of the trust identified above.

This resignation is made according to the trust terms and applicable law.

4. Effective Date of Resignation

This resignation shall become effective on:

[Effective Date]

If a successor trustee must first qualify, accept appointment, or receive trust property before this resignation becomes fully effective, state that here:

[Insert details]

5. Notice of Resignation

Notice of this resignation is being given to the following persons, if applicable:

☐ qualified beneficiaries
☐ settlor / grantor
☐ cotrustee(s)
☐ successor trustee
☐ trust protector or advisor
☐ court, if required
☐ other: [Describe]

Additional notice details:

[Insert names, addresses, and delivery details]

6. Successor Trustee Information

The following person is expected to serve as successor trustee, if applicable:

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

Successor trustee status:

☐ named in trust
☐ appointed under trust terms
☐ to be appointed separately
☐ not yet determined
☐ other: [Describe]

7. Transfer of Trust Property and Records

The resigning trustee will transfer trust property, records, and administration materials as reasonably required, including:

[bank account records]
[investment statements]
[tax records]
[trust accounting]
[titles or deeds]
[beneficiary contact information]
[keys, passwords, or access records]
[other trust documents]

Transfer date or process:

[Insert details]

8. Accounting and Final Report

The resigning trustee shall provide the following, if applicable:

☐ final accounting
☐ summary report of trust activity
☐ list of trust assets on hand
☐ pending obligation list
☐ tax information
☐ other: [Describe]

The report or accounting shall be delivered on or before:

[Date]

9. Pending Matters

The following trust matters remain pending as of the resignation date:

[Describe distributions, tax filings, litigation, account issues, investment matters, or other pending items]

If no pending matters are known, write:

[None known]

10. No Release of Liability

This resignation does not by itself release the resigning trustee from liability for acts or omissions occurring during the period of service unless a separate written release, court order, settlement, or other lawful discharge is obtained.

Any separate release or limitation, if applicable, shall be handled as follows:

[Insert details]

11. Cooperation After Resignation

After the effective date of resignation, the resigning trustee agrees to provide reasonable cooperation regarding transition matters, records, signatures, and clarification of prior administration as follows:

[Insert details]

If no further cooperation is intended other than ordinary transfer steps, write:

[None beyond normal transition assistance]

12. Additional Terms

Additional terms regarding the resignation, transition, effective date, notices, or handoff process, if any:

[Insert details]

13. Signature

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

14. Successor Trustee Acknowledgment, if Desired

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

The successor trustee:

☐ accepts appointment
☐ acknowledges receipt of resignation notice
☐ will accept appointment separately
☐ other: [Describe]

15. Beneficiary or Settlor Acknowledgment, if Desired

Acknowledged By: __________________________
Name: [Full Name]
Role: [Beneficiary / Settlor / Cotrustee / Other]
Date: [Date]

16. 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]