Sample Successor Trustee Letter Template printable pdf download

Sample Successor Trustee Letter Template

This sample may be used to assist you in drafting a notice of changes to your charitable

remainder trust.

Renaissance recommends you consult your trust attorney prior to completion of this

notice. Your attorney should verify who is authorized and the proper procedure to make

changes to the charitable remainder trust. Your trust document and/or applicable state

laws may require specific language and/or procedures to make a change.

It is also recommended you have this document notarized.

Sample Successor Trustee Letter

Month, Day, Year

Re: Trust Long Name (bold and italicized)

Dear Mr./Ms. Trustee:

Please be advised I have appointed _______________________________________ to be

Successor Trustee for the above-mentioned trust as pursuant to Article XX of the trust

document.

Trustee Signature

Please be advised I have accepted the role of Successor Trustee for the above-mentioned trust

as of __________________(date).

Successor Trustee Signature

Include Address, Phone & Email

Notarized By:

Name & Commission Expiration

Serial Number

Sample Successor Trustee Letter Template