Resignation of Trustee - California

California · Fillable PDF · Free

Step down as trustee of a California living trust. You are documenting a trustee's resignation using an authorized method under the trust or California Probate Code Section 15640. Signing this form alone does not replace required consent, notice or a court order.

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Who this form is for

• Acting California trustees preparing to step down.
• Trustees coordinating required consent and a handover to a successor.
• Families arranging notarization of trustee transition documents.

What you'll need

• The complete trust document, including its resignation and successor appointment provisions.
• The trust's exact name and date, settlor names, the resigning trustee and intended effective date.
• Any required consents or court order, successor details and acceptable identification for the signers.

How to complete it

1. Read the trust's resignation provisions and the packet. Ask an attorney which resignation method, notice and consent requirements apply.
2. Complete the trust, trustee and effective date details. Identify the authorized resignation method and gather any required signed consents or court order.
3. Identify the successor and coordinate their Acceptance of Trusteeship. Save and check the PDF in your own PDF app, then print and arrange notarization.
4. Follow the trust and applicable legal requirements for the handover of property, records and accounts. Keep copies and confirm any title company or bank requirements.

Related California forms

These forms are a free convenience, not legal advice. First Choice Mobile Notary & Apostille is not a law firm. Consult an attorney licensed in the relevant state for legal questions.

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