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Learn about trustee removal from revocable living trusts. Understand the process, requirements, and steps to replace an underperforming trustee.
The process for removing a trustee depends on what your trust document says and your state's laws. Most trusts include specific removal procedures, such as requiring written notice or approval from beneficiaries. If the trust doesn't specify a process, you may need to petition the court, especially if the trustee is mismanaging assets, not communicating with beneficiaries, or violating their fiduciary duties. Document any issues with the trustee's performance before starting the removal process, as you'll need evidence to support your case.