Get Petition To Remove And Replace Trustee Pursuant To ... - Vermontjudiciary

Filling out the Petition to Remove and Replace Trustee is a necessary step in the process of managing trust administration in Vermont. This guide is designed to assist you in completing the form accurately and effectively, ensuring that all necessary information is presented clearly.

Follow the steps to complete the petition accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Part I, clearly state the request for removal and replacement of the trustee. Begin by identifying the deceased or current resident linked to the trust and indicate whether this is based on a will or an inter vivos trust agreement.
3. Check the factors that justify the removal of the current trustee. Review each factor and select those that apply to your situation to support your petition effectively.
4. Provide details about the current trustee, including their name and residency. Specify if they have agreed to resign or if the situation requires a court to act on their removal.
5. If applicable, recommend a successor trustee in the appropriate section. Clearly state their name and residency, whether the trust instrument allows for their appointment or not.
6. Conclude Part I by stating that supporting documentation and a summary of your request are attached. Ensure that any relevant documents, including a certified copy of the trust, are included.
7. Sign and date the petition in the provided spaces. Ensure all necessary individuals have signed and that this is done in the presence of a notary if required.
8. In Part II, if applicable, the appointed trustee or co-trustee should indicate their acceptance of the position by signing and dating the acceptance form.
9. After completing the form, save changes, download the completed document, print it for physical submission if required, or share it with interested parties as needed.

Complete your petition online today to ensure proper management of your trust.