Deed of Appointment & Retirement of Trustees

Trustees retire, move abroad, or hand over to the next generation — but a trustee can't just walk away. The change has to be done by deed, properly.

This self-completion deed for England & Wales covers the common family trust situations: a trustee retiring and being replaced, a new trustee added, or retirement without replacement. It includes the recitals that trace the chain of trusteeship, vesting and indemnity clauses with plain-English explanations, and an after-signing checklist for the Land Registry, banks and the Trust Registration Service.

• Full deed built on sections 36 and 39 of the Trustee Act 1925
• Plain-English notes on every clause
• The two-trustee rule for land, flagged before it bites
• Honest "do not use this if" list

Instant PDF download. England & Wales only. Information, not legal advice — and if your situation needs a real conversation, every download includes an invitation to book a free chat with a Squiggle specialist.