[WSBAPT] Appointing co trustees

[Setareh Mahmoodi]

Hello,

Mom and dad had a RLT. Dad passed away several years ago. Mom has been
acting trustee, is fully capable but for the most part tired of managing
everything. The two children are the named successor trustees. However, mom
still wants to have power to be involved as needed.

If mom decides to appoint the two children to act as co-trustees with her
(so that she can retain he trustee status), would just an acceptance of
appointment of trustee by the two children and possibly a new certificate
of trust and a short amendment suffice?

Is there anything else to be aware of? Anything else need to be drafted?

The family dynamic is great, the two children have really been acting as
trustees as they have been managing most of the stuff for mom and helping
her with the properties etc.

Thanks so much for your input,

Setareh

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*Setareh Mahmoodi *

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