Full question:
My mother was named trustee and beneficiary to a trust. She died, and her will left everything to my brothers and I. No we need a form/doc to name a new trustee by majority vote. I will be named the new trustee. The county of the court is Inyo if that makes a difference, but its California.
- Category: Trusts
- Date:
- State: California
Answer:
Create a document titled: Resolution of the Beneficiaries to Name New Trustee.
Identify the trust number or other identifying info, including the bank or institution where the assets are held.
Write that upon the dead of the former trustee, your mother, on (date), you are being appointed trustee by the (majority or unanimous) vote of the beneficiaries.
Have all the beneficiaries sign and date. Bring this document to the trust company/bank. You should be acknowledged as the new trustee by them at that point. File with court if necessary, though we are unable to be sure why you would need to do that.
This content is for informational purposes only and is not legal advice. Legal statutes mentioned reflect the law at the time the content was written and may no longer be current. Always verify the latest version of the law before relying on it.
