Petition to remove trustee california pdf 2025

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It can take up to a year or longer to remove a trustee from a trust. That said, if there are concerns that a trustee could cause harm to the trust while trustee removal litigation is taking place, then the court may suspend them until it can decide the case.
The trust may outline a procedure for replacement, but if it does not, the beneficiaries likely will need to petition the court for an appointment to be formalized. Some trusts require beneficiaries to unanimously agree on a replacement trustee. Others give a specific person the authority to make the decision.
The Process of Removing a Trustee When a trust is irrevocable, an interested party must petition the California probate court to compel an accounting or remove the trustee. The petitioner must give 60 days notice before they can file the petition to compel accounting form with the court.
There rarely is an easy Trustee removal case. The beneficiary must start the process by filing a lawsuit, and then both sides are given a chance to gather evidence, subpoena records, and take depositions.
17200. (a) Except as provided in Section 15800, a trustee or beneficiary of a trust may petition the court under this chapter concerning the internal affairs of the trust or to determine the existence of the trust.
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While a trust can remain open for 21 years after the death of the grantor, most are closed immediately after death. This can take anywhere from a couple of months to one year, and even as long as two years, depending upon the complexity of the assets held in the trust.
The court will likely hold a hearing to examine the evidence supporting the petitions request and afford the trustee an opportunity to respond to the issues raised in the petition. If the court finds sufficient evidence to remove the trustee, it will do so and appoint a successor trustee.

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