Trustee Resignation Request Letter Template printable pdf download

Trustee Resignation Request Letter Template

Trust Transfer Program

Trustee Resignation Request Letter

Date

Trust Officer

Bank

Address

City, State ZIP

RE:

(Name of Trust Dated __________)

Dear Trust Officer:

We are the current beneficiaries of the ____________________ Trust which was created for our benefit by

______________on [DATE]. We currently have an investment management relationship with a Financial Adviser who, in turn

utilizes the services of Reliance Trust Company to provide trust administrative services for their clients. We are interested in

consolidating all of our assets with our Financial Adviser.

As part of that process, we would like to move the

_______________ Trust over to Reliance Trust Company so that our Financial Adviser can work with us in handling the

investment of the trust assets. Therefore, we respectfully request that CURRENT TRUSTEE resign as trustee in favor of

Reliance Trust Company.

We understand that it may be necessary to obtain a court order allowing CURRENT TRUSTEE to resign and/or appointing

Reliance Trust Company as Trustee. If that is the case, we are willing to take the steps necessary to handle such a

proceeding before the appropriate court. We are also willing to sign a release or any other papers that CURRENT TRUSTEE

would require to facilitate the resignation process.

We hope that CURRENT TRUSTEE will be understanding of our desire to move the trust assets to Reliance Trust Company

and will agree to resign as Trustee. We would appreciate your advising of your decision on this matter in a timely fashion.

Yours truly,

(Beneficiary Name)

If you have questions about this or other personal trust opportunities, please contact your Reliance Consultant at 704-366-8875.

Trustee Resignation Request Letter Template