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. Include the trust number or other identifying information, along with the bank or institution where the assets are held. State that upon the death of the former trustee, your mother, on (date), you are being appointed trustee by the majority vote of the beneficiaries. Have all beneficiaries sign and date the document. Present this document to the trust company or bank to be recognized as the new trustee. You may need to file this with the court, though it’s unclear why that would be necessary.
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