Santa Monica, CA asked in Estate Planning for California

Q: What is the filing fee for Petition to Remove Trustee (Attachment PB-4034)?

I also want to make sure I have located the correct form. I am one of the named Beneficiaries, along with my brother, of a Revocable Trust, whose sole Trustee is my 83 year-old step-mother. There have been longstanding concerns about her ability to understand her fiduciary responsibilities. An accounting has never been done and there are other problematic circumstances. Recently it has been clear that a "breach of trust" has occurred and she is "lacking capacity" to fulfill this role. My brother has been named Successor Trustee, with Durable Power of Attorney and is the designated Conservator. However, none of these things have yet taken effect. After doing some research I realized that a next step might be to file a Petition to Remove Trustee. We have been trying to explain various aspects of the Trust to her, however, she doesn't understand any of it. We have offered her the option of resigning. She also doesn't understand, while at the same time is not always cooperative.

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1 Lawyer Answer
Richard Samuel Price
Richard Samuel Price
Answered
  • Estate Planning Lawyer
  • Redlands, CA
  • Licensed in California

A: The court filing fee is between $450 to $480. You need an attorney for this... it is not a do-it-yourself project.

1 user found this answer helpful

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