Bilingual: English and Se Habla Español
If you have selected Janette A. Brooks as your Executor, Trustee, Successor Trustee, Special Trustee or Trust Protector please ask your attorney to send us a full set of your planning documents, including:
- Trust and Amendments
- Will and Amendments
- Power of Attorney for Finance
- Advance Health Care Directive
- Certificate of Trust
Address: 952 School St.; Unit 224; Napa, CA 94558
Suggested Accounting Objection Period – 180 days
Suggested Trustee Language:
The Settlor shall serve as the initial Trustee of the Trust. If the office of trustee becomes vacant, by reason of death, incapacity, or any other reason, and no successor trustee has been designated under any other provision of this trust instrument, the following, in the order of priority indicated, shall be appointed Trustee:
JANETTE A. BROOKS, or any other professional fiduciary employed by D4 Fiduciary, Business Advisory Services, and Family Office Services, Inc., or its successor entity, shall serve as sole successor Trustee hereunder, with the power to appoint a successor Trustee without court approval;
In the event of Settlor’s incapacity, the conservator of Settlor’s estate or Settlor’s agent under a durable power of attorney shall have the same right to remove and appoint any such Trustee as Settlor would have if Settlor were not incapacitated;
In the absence of an effective appointment of trustee, a new trustee or set of co-trustees, at least one of whom is a qualified, licensed fiduciary with at least five (5) years’ experience may be appointed by majority vote of the beneficiaries of the trust who are then entitled to receive income under the trust, or who would be entitled to receive a distribution of principal from the trust if the trust were then terminating, and who then have the legal capacity to give such a vote. If any beneficiary who otherwise would be entitled to vote on the appointment of a trustee under this section is a minor or is under a legal incapacity, then the custodial parent(s), guardian, or conservator of that beneficiary may vote on behalf of the beneficiary. If a majority of the beneficiaries are unable to agree on a new trustee or cotrustees, a new trustee or Co-Trustees may be appointed by the Court.