Trustee Resignation
(FL)

Summary

This template is used for a trustee's resignation. It provides for the proper construction for the resignation of the acting trustee and appointment of a successor trustee to continue the operation of the trust in Florida. This template contains practical guidance, drafting notes, and optional clauses. Trustee resignation can be accomplished without court intervention under Fla Stat. § 736.0705, if proper notice is given to all current beneficiaries, settlors (if still living), and co-trustees, if any. The trust document should be reviewed, as well, to determine any requirements listed therein to carry out the trustee resignation. For a full listing of key content related to estate plans for married or partnered people in Florida, see Estate Plan for Individual with Spouse or Partner Resource Kit (FL). For a full listing of key content related to estate plans for single people in Florida, see Estate Plan for Single Individual Resource Kit (FL). For a more in-depth discussion of Trusts, see Characteristics and Uses of Trusts (FL), Requirements and Restrictions on Trust Purposes and Administration (FL), and Revocation, Amendment, and Termination of Trusts (FL). For more information on trustee acceptance in Florida, see Florida Estates Practice Guide § 39.05, Florida Estates Practice Guide § 39.14, and Florida Estates Practice Guide § 27.02.