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Estate Planning – Removing a Trustee

When it comes to your estate plan, appointing a trustee is serious business.

That trustee will have a number of responsibilities — including a fiduciary duty to the trust beneficiaries.

That means any decisions he or she makes with regard to the trust, *must be in the beneficiaries’ best interest.

You’d like to believe a trustee will honor their obligation and do the right thing. Sadly that’s not always the case when a trustee commits fraud or misconduct, or in anyway mismanages the trust… You can petition to have them removed.

And that’s when you need the trust and probate team at sowards’ law firm. Their team will guide you through the process of filing a claim against a trustee.

That person may be outright stealing… Or they may simply be failing to:

Manage real estate according to terms of the trust communicate with the beneficiaries pay the trusts’ bills or debts or liquidate assets appropriately

Attorney Ben Sowards says:

The outcome of every case is different, sometimes the court will order assets to be put back in the trust, or if the trustee spent money on non-material things, there could be a monetary judgement against the trustee.

If you are the beneficiary of a trust and you believe it’s not being handled correctly, call sowards law firm… Or visit sowardslawfirm.com.

Client Reviews

I recently had the pleasure of working with Sowards Law Firm to create my estate plan, and I couldn’t be more satisfied with the experience. My company has a legal help portal where I discovered Sowards Law Firm, and I’m so glad I chose them. From the start, the entire process was incredibly smooth...

Prashant Joshi

They made it pretty easy for us to set up the legal entity we needed. Everyone we talked to was knowledgeable, professional, and considerate. We had to work around a difficult schedule, and the folks at Sowards made it work.

John Brawn

Everyone at Sowards Law Firm was extremely kind, helpful, and professional in helping me manage all of the legal work required after my husband passed away. They explained everything clearly, and focused on what would be the best options for me in the future. I’m grateful for their assistance and...

Lyn Savage

I have been working with Sowards Law Firm for all my estate needs and their service is impeccable, with the upmost professionalism. They walk you through scenarios in detail so that you can make informed decisions. I highly recommend this team.

Debra A

They made it SO EASY! Everything was explained and explored in regards to figuring out how to organize and structure. Very thoughtful and thorough. I will definitely recommend them, and have sent all of my clients their info to get their affairs in order.

Cindy Selleos

I used Sowards for my Estate planning needs. The firm provided excellent advice, and made the process very easy to complete in an expeditious manner. Each person that I interacted with was professional, friendly and competent. I have confidence that this multi-generational law practice is a solid...

Karen Bryant

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