In your Revocable Trust, you are able to name successor trustees. A Successor Trustee is the person whom you name in your trust document to act for you or on your behalf if both you and your spouse (if married) are unable to act as trustees.
Trustee
The trustee is the person who has signing authority over all the assets in your trust. When you first create a trust, you’ll usually be your own trustee. Upon your death, resignation, or incapacity, someone else will act in your place as trustee.
Successor Trustee
The Successor Trustee is the person whom you name in your trust document to act for you or on your behalf if you are unable to act as trustee. A Sole Trustee means there is only one trustee who has the authority to act on behalf of the trust. There may be times when there are co-trustees (where two people have the right to sign on behalf of the trust) and times when there is a sole trustee (where only one person has the right to sign on behalf of the trust).
To edit your appointed successor trustee(s):
1. Click on 'Your Info' at the top left of the program, then scroll down to select
'Decision Makers - Make Changes'.
2. Scroll down to find Successor Trustees
3. Here you will be able to edit your appointed Successor Trustees