North America
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — uniform/model law + federal?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Arizona?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Named in trust instrument, or vacancy filled per instrument, by trust company with beneficiary agreement, or by court Capable
- Starts
- Per trust instrument (commonly settlor-trustee's incapacity or death); when no holder of the revocation power is competent, trustee must give beneficiaries notice and trust copy within 60 days Incapacitated
- Ends
- Trust terms, resignation/removal, or completion of distribution Estate closed
Something missing or wrong for US — California?
Cal. Prob. Code §15660; Cal. Prob. Code §15800
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Colorado?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Delaware?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
US — Florida differs from the US model
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs (declination, resignation, removal, death, or adjudication of incapacity of trustee) and successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Florida?
UTC §704; UTC §105 (2000, as amended; 2023 text); Fla. Stat. §736.0704 (2026); Fla. Stat. §736.0704(1)(f) (2026); Fla. Stat. §736.0701 (2026); UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
US — Idaho differs from the US model
Successor trustee of a revocable (living) trust
A trustee or successor trustee of an Idaho-registered trust. Idaho did not enact the Uniform Trust Code: title 15 chapter 7 is the Uniform Probate Code’s article VII, so registration is a statutory duty and a trustee’s authority can be evidenced by court-issued letters of trusteeship rather than by a certification of trust.
- Assigned
- Settlor names the successor in the trust terms Capable
- Starts
- Successor takes office under the trust terms; on application to the court where the trust is registered, and on filing an acceptance of the duties of the office containing the trustee’s oath, the court issues letters of trusteeship evidencing the trustee’s authority, which may be recorded with the county recorder in any county where trust property lies Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Idaho?
Idaho Code § 15-7-403; Idaho Code § 15-7-101; UTC §817(b); UTC §705; UTC §706; UTC §704; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy (declination, resignation, removal, death, guardian appointed for trustee, or trustee incapacity) and successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Illinois?
UTC §704; UTC §105 (2000, as amended; 2023 text); 760 ILCS 3/704(a); 760 ILCS 3/701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
US — Indiana differs from the US model
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Named in the trust, or appointed on a vacancy by a majority of the qualified beneficiaries or by the court (§30-4-3-33(c)) Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Resignation on thirty days' notice or with court approval, removal, death or loss of capacity — but duties and protective powers continue until the trust property is delivered to a successor Estate administration
Something missing or wrong for US — Indiana?
Ind. Code § 30-4-3-33; UTC §105 (2000, as amended; 2023 text); UTC §704; UTC §701; Ind. Code § 30-4-3-29
US — Iowa differs from the US model
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Iowa?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
US — Kansas differs from the US model
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Kansas?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Kentucky?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Designated in the trust instrument or chosen by a method it provides; otherwise the proper court appoints Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Louisiana?
UTC §704; UTC §105 (2000, as amended; 2023 text); La. Rev. Stat. §9:1785; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Maine?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Maryland?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Massachusetts?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Michigan?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Minnesota?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Missouri?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Nebraska?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — New Jersey?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Named in lifetime trust executed and acknowledged (or witnessed) per EPTL 7-1.17 Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- On death of sole surviving trustee the trust estate vests in the court (absent contrary terms); court may appoint successor Estate administration
Something missing or wrong for US — New York?
N.Y. Est. Powers & Trusts Law §7-1.17; UTC §105 (2000, as amended; 2023 text); UTC §704; UTC §701; N.Y. Est. Powers & Trusts Law §7-2.3
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — North Carolina?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Ohio?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Oklahoma?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Pennsylvania?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
US — Texas differs from the US model
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Selected by method in trust instrument; otherwise court appoints on petition Capable
- Starts
- Death, resignation, incapacity or removal of sole or surviving trustee Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Texas?
Tex. Prop. Code §113.083; UTC §817(b); UTC §705; UTC §706; UTC §704; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Utah?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Virginia?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy plus notice to each permissible distributee; the named successor is entitled to act except for good cause or disqualification, and is deemed to accept as of the discharge of the predecessor Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — Washington?
UTC §704; UTC §105 (2000, as amended; 2023 text); Wash. Rev. Code §11.98.039; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601
Successor trustee of a revocable (living) trust
A person named in the trust to take over when the trusteeship becomes vacant. When that happens depends mainly on the trust's own terms (for example, the settlor-trustee's incapacity as the trust defines it). By default the UTC creates a vacancy when a trustee dies, resigns, is removed, or gets a guardian or conservator. The successor serves only after accepting.
- Assigned
- Settlor names successor trustee in the trust terms Capable
- Starts
- Vacancy occurs per trust terms (e.g., incapacity as defined by the trust) or by default on death, resignation, removal, or appointment of guardian/conservator for an individual trustee; successor accepts Incapacitated
- Ends
- Trust terminates (e.g., after distribution following settlor's death) and trustee distributes Estate closed
- Successor resigns, is removed, dies, or gets a guardian/conservator Estate administration
- Settlor with capacity revokes/amends trust to remove successor Capable
Something missing or wrong for US — West Virginia?
UTC §704; UTC §105 (2000, as amended; 2023 text); UTC §701; UTC §817(b); UTC §705; UTC §706; UTC §602(e)-(f); UTC §601