Legal Question in Wills and Trusts in California

Re: Trust Law

It sounds like you want to either substitute a trustee or put in place a successor trustee. If the trust is still revocable it should be an easy amendment to the trust. However, proper formalities need to be followed.

Re: Trust Law

Depending on the terms of the trust, this may or may not be an allowable change. Is the original settlor still alive?

If it is allowed, then I would suggest making an Amendment to trust wherein you cite the authority to change trustees as well as cite the old and the replacement language in the trust.

To really give you a better answer I would need to read the terms of the trust. If you would like to send it over for me to review, I would be happy to do so.

I can be reached at the email provided by LawGuru, or through our firm's website located at PasadenaEstatePlanning.com.

Scott