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FAMILY OR PRIVATE TRUST TRUSTEE RESIGNATION LETTER
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[Your Full Name]
[Your Address]
[City, State, ZIP Code]
[Your Phone Number]
[Your Email Address]

[Date]

[Trust Beneficiary Name(s) / Co-Trustee Name(s) / Successor Trustee Name]
[Trust Name]
[Address]
[City, State, ZIP Code]

Dear [Beneficiary Name / Co-Trustee Name],

I am writing to formally resign as Trustee of [Full Legal Name of Trust], effective [Date].

Managing this trust has been a responsibility I have taken seriously. My decision to
resign is due to [personal circumstances / health / a change in my capacity to fulfill
the required duties] and is not a reflection of any concern about the trust itself or
its beneficiaries.

Before my resignation takes effect, I will prepare a full accounting of all trust assets
under my management, transfer all records, account access, and documentation to [Successor
Trustee Name], and provide written notice to all relevant financial institutions,
legal counsel, and advisors as required.

I strongly recommend that a successor trustee be confirmed as promptly as possible to
avoid any gap in fiduciary oversight.

Please do not hesitate to contact me with any questions during this transition period.

Sincerely,

[Your Full Name]
[Your Relationship to the Trust — e.g., Co-Trustee / Sole Trustee]
[Phone Number] | [Email Address]


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INSTRUCTIONS FOR USE
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1. Replace all bracketed fields [ ] with your actual information.
2. Private and family trust resignations often require formal legal steps beyond this letter.
   Consult your trust attorney before submitting this document.
3. Confirm whether your state's trust laws (or the trust's governing documents) require
   court approval or formal successor trustee appointment to finalize your resignation.
4. Prepare a complete account summary and asset inventory before your effective date.
5. Notify all financial institutions, advisors, and relevant third parties in writing as
   required by the trust agreement.
6. Keep signed copies of this letter and all transition documentation for your legal records.