This review list is meant to guide you about this document and to aid you in preparing it. In today’s litigious environment, acting as a trustee or personal representative is a risky responsibility. For that reason alone, rejecting to serve in these roles makes a lot of sense—unless you have a compelling personal motive to do so. You can make changes to this document to make it more appropriate for other offices or positions that you have chosen not to serve in.
- Make several copies. Distribute one to each pertinent party. Keeping one in your personal files is a good idea.
It’s important to note that even if you decline, you might be held liable if it can be demonstrated that the “next” in line would harm the people who you were assigned to represent
Decline to Serve as Trustee or Personal Representative
_________________________, who is entitled to act as the trustee or personal representative of the estate of _________________________, by virtue of ______________________, herewith declines to serve as trustee or personal representative.
Dated: ______________________
______________________________________________
Proposed Trustee or Personal RepresentativeDecline to Serve as Trustee or Personal Representative
Review ListThis review list is provided to inform you about this document and assist you in its preparation. It is a perilous task to act as a trustee or personal representative in this litigious age. For that reason alone, declining to serve in these positions makes a great deal of sense-unless you have a personal commitment to do so. You can modify this document to conform to other offices or positions you elect to decline to serve in.
1. Make multiple copies. Send one to each relevant party. Keep one in your personal files.
2. Be advised that even declining may cause you to have some legal liability should you be proven to know the “next” in line will cause harm to the parties you were appointed to serve.
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