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CODICIL SUBSTITUTING A TRUSTEES, AB, etc., declare this to be the first codicil to my will dated the day of. WHEREAS by the said will I appointed CD as one of the executors and trustees and given
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How to fill out codicil substituting a trustee

01
Start by obtaining a codicil form from your attorney or online legal resources.
02
Clearly state the name of the current trustee and the individual you wish to substitute as the new trustee.
03
Include a provision stating the reason for the substitution and any specific instructions for the new trustee.
04
Sign the codicil in the presence of a notary public or witnesses, as required by your state's laws.
05
Make multiple copies of the completed and signed codicil.
06
Notify all relevant parties, such as the current trustee, beneficiaries, and any involved financial institutions, about the changes made through the codicil.
07
Store the original codicil in a safe and accessible location, such as a secure file or safe deposit box.

Who needs codicil substituting a trustee?

01
Anyone who has an existing trust with a trustee and wishes to replace or substitute that trustee may need a codicil substituting a trustee.
02
This could be necessary when the current trustee becomes incapacitated, passes away, or is no longer able or willing to fulfill their duties.
03
It is also common for individuals to update their trustees as their relationships or circumstances change, such as designating a family member or trusted friend as a new trustee.
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A codicil substituting a trustee is a legal document that modifies an existing will by replacing the individual designated as the trustee, thereby updating the management and distribution of the trust assets.
The individual who created the original will (the testator) is required to file a codicil substituting a trustee.
To fill out a codicil substituting a trustee, provide your name, the date of the original will, details of the trustee being replaced, and the name of the new trustee, along with your signature and date.
The purpose of a codicil substituting a trustee is to ensure that the trust is managed by an individual whom the testator deems more suitable, reflecting changes in personal relationships or circumstances.
The codicil must include the testator's name, the original will's date, details of the old trustee being replaced, the name and details of the new trustee, and the date the codicil is executed.
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hereunto executors testator codicil hereto whereof substituting rs executor construed revoke trustee therein thereof lieu trustees ab provisions

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