Answer Neither registration of a trust nor another proceeding concerning a trust results in continuing supervisory proceedings. All aspects of trust administration are to proceed free of judicial intervention. Because of this, there are no forms pertaining to trust administration.
Testamentary trusts are no longer under the direct, ongoing supervision of the court.
Court supervision of a particular matter is invoked by the filing of a petition. When appointing a successor trustee in a testamentary trust, the first step is to review the terms of the document and determine if the trust instrument has provisions pertaining to trustee resignation and replacement. If court intervention is required, a specifically drafted petition will be needed. Information required in the petition may be beyond the scope of this panel, other than that jurisdiction, venue, interested persons, and sufficient facts to demonstrate the need for court intervention and to support the appointment of the selected successor trustee will be needed. The panel cannot determine what facts would constitute sufficient allegations justifying relief.