Summary
To change the trustee of your trust fund in Washington State, review your trust document for specific procedures. You will need to prepare a Petition for Appointment of Successor Trustee and possibly a Consent to Appointment of Successor Trustee. These documents can often be found on the Skagit County Superior Courts website or at the court clerks office. Include your name, the current trustees name, the proposed new trustees name, and reasons for the change in the petition. Attach the trust document and any required consents. Consider whether a professional trust company or a trusted individual would be best as the new trustee. For specific forms and instructions, check the courts website or contact their clerks office.Full Conversation
I have a trust fund that my great grandfather left for me and I did not get access to this account until I'm * I am * currently my aunt is the trustee and she has made it clear multiple times that she does not want to even have conversations with me about funds in The trust it States I am allowed to appoint a trustee of my choosing every 5 years I have never done that I am trying to figure out legally how I need to go about that I believe there is a document that I can pay to get fill out and file at the Superior Court. I just need to know if it would be a better decision to hire somebody to file for me or if it is simple enough that I can do it myself.
Hi Jake,
You might be able to handle this yourself, but here are a few steps to consider:
- Review your trust document for specific procedures on appointing a new trustee.
- Prepare the necessary legal documents, which might include a petition to the court.
- File the petition at the Superior Court.
Would you like more detailed guidance on the necessary documents or the court filing process?
Yes I would like more guidance on the necessary documents as well as information on who best to appoint as the new trustee I already have a company that manages the trust fund that works with my aunt and they have only been getting the bare minimum of interest accrued the company is da Davidson I wonder if it's possible to a point another money management company as trustee or if I would be better off to use somebody personal I can trust
Hi Jake,
To appoint a new trustee, you might need:
- The trust document.
- Petition for Appointment of Successor Trustee.
- Consent to Appointment of Successor Trustee (if required).
- Notice of Hearing.
As for appointing a new trustee, consider:
- A professional trust company, which can provide expertise and neutrality.
- A trusted personal individual, if you prefer someone with a personal connection.
Would you like more details on the court filing process or assistance in preparing these documents?
Yes I would like more details on the filing process and assistance in preparing the documents I have a final copy of the will/ trust that was sent to me by email recently that is how I got this information my grandfather has to okay whoever I pick as trustee but at least I have him on my side so I know he will okay whatever decision I make
Hi Jake,
To proceed with appointing a new trustee, here's a concise guide:
- Ensure you have the following documents:
- Trust document
- Petition for Appointment of Successor Trustee
- Consent to Appointment of Successor Trustee (if required)
- Notice of Hearing
- The petition should be filed at the Superior Court. You might want to check if any local rules apply to your situation.
Would you like more details on preparing these documents, or assistance in finding the specific forms needed for your jurisdiction? Also, could you please provide your location to give more precise guidance?
The jurisdiction of where it needs to be filed is Skagit county Superior Court in Washington State also I'm not sure if I understand what you mean by petition for appointment of successor I'm pretty sure there is consent that is needed. But I'm not sure what the petition would look like is that a form I can find online?
Hi Jake,
Here are the steps you can follow:
- Petition for Appointment of Successor Trustee: This document formally requests the court to approve the new trustee. You can usually find this form on the Skagit County Superior Court's website or at the court clerk's office.
- Consent to Appointment of Successor Trustee: This form is needed if the current trustee or beneficiaries need to consent to the appointment.
For specific forms and detailed instructions, check the Skagit County Superior Court's website or contact their clerk's office.
Would you like more information on preparing these documents or any other aspects of the process?
Yes give me more information on preparing these documents
Jake, here are some details on preparing the documents:
- Petition for Appointment of Successor Trustee:
- Include your name, the current trustee's name, and the proposed new trustee's name.
- State reasons for the change.
- Attach the trust document and any required consents.
- Consent to Appointment of Successor Trustee:
- Obtain signatures from the current trustee and any beneficiaries if required.
Make sure to check the Skagit County Superior Court's website for specific forms and detailed instructions. Would you like more details on any specific part of this process?
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