Removing & Appointing a Trustee through Courts
Protecting Assets and Legacies Since 1989
Thirty years of probate experience have shown us that not all trustees act in good faith. Whether you need to remove a trustee due to negligence, incompetence, conflicts of interest, or intentional bad acts the legal team at Jorgensen, Brownell & Pepin, P.C. is here to streamline the process.
We are well-practiced in appointing and removing trustees and offer strategic solutions to complex trust administration matters. From reviewing trust documents to navigating the legal requirements for trustee changes, we will work diligently to ensure you achieve the best possible outcome. Contact us today!
Trustees: Responsibilities and Reasons for Removal
A trustee is responsible for managing the assets held within a trust in accordance with the terms specified in the trust document and applicable laws. Some of the key duties and responsibilities of a trustee include:
- Managing assets, which may include real estate, stocks, and other investments
- Maintaining fiduciary duties and acting in the best interest of the beneficiaries
- Staying compliant by fulfilling all obligations outlined in the trust
- Maintaining records of any estate transactions and distributions
- Notifying the beneficiaries of the deceased’s passing and providing information regarding trust matters
When trustees fail to fulfill their duties, they may be removed at the request of the settlor, a co-trustee, a beneficiary, or the trustee. The court will likely intervene if:
- The trustee committed a serious breach of trust
- Lack of cooperation among co-trustees substantially impairs the administration of the trust
- The court determines that removal of the trustee best serves the interests of the beneficiaries
- There has been a substantial change of circumstances, and the court finds that removal of the trustee best serves the interests of all of the beneficiaries, and is not inconsistent with a material purpose of the trust.
Why Colorado Families Turn to Our Probate Attorneys
Working through complex trust and estate matters requires the perfect blend of knowledge, expertise, and compassion. The team at Jorgensen, Brownell & Pepin, P.C. offers exactly that. Here’s what you can expect when you work with our Colorado probate team:
- 40+ Years of Combined Experience: We’ve built a reputation on competence and compassion. Our track record speaks for itself and we encourage you to see what our satisfied clients say about us.
- Custom Legal Solutions: While we believe in upholding Colorado law, we don’t believe one-size-fits-all solutions are the right approach. You are as unique as your case. We will work with you to find a custom solution tailored to your needs and goals.
- A Comprehensive Approach: We understand the nuances of removing and appointing trustees. Let us help you navigate the process and ensure you fulfill your duties with confidence and peace of mind.
- Compassionate Guidance: Maintaining efficiency is critical, but not at the expense of kindness and compassion. Our team is dedicated to helping clients overcome common probate obstacles with the right balance of strategy and care.
Probate Specialties
Get more information about our probate representation
We’ve Helped Others Like You
Get The Help You Need
Get JBP Legal’s experience on your side. Contact us for questions or a consultation.