§ 701.0201

701.0201 Role of court in administration of trust. (1) The court may intervene in the administration of a trust to the extent its jurisdiction is invoked by an interested person or as provided by law.(2) Unless ordered by the court upon a petition of a settlor, trustee, or qualified beneficiary requesting continuing judicial supervision, a trust is not subject to continuing judicial supervision.(3) A judicial proceeding involving a trust or the trust’s administration may involve any of the following:(a) Determining the validity of all or any part of a trust.(b) Appointing or removing a trustee, directing party, or trust protector.(c) Appointing a representative or guardian ad litem, as provided in s. 701.0305, whether or not any other judicial proceeding concerning the trust is pending.(d) Reviewing and approving a fee of a trustee, directing party, or trust protector.(e) Approving interim or final accounts.(f) Ascertaining trust beneficiaries.(g) Determining the existence or nonexistence of any immunity, power, privilege, duty, or right.(h) Requesting trustee instructions.(i) Obtaining a declaratory judgment.(j) Seeking reformation or other equitable relief with respect to a

xistence of any immunity, power, privilege, duty, or right.(h) Requesting trustee instructions.(i) Obtaining a declaratory judgment.(j) Seeking reformation or other equitable relief with respect to a trust.(k) Resolving a question arising in the administration of a trust, including a question of construction of a trust instrument.(km) Releasing a trustee, directing party, trust protector, or other person acting in a fiduciary capacity from liability for an action relating to the trust.(L) Determining any other matter involving a trustee, directing party, trust protector, or beneficiary.(4) Except as otherwise provided in this chapter, and as applicable, the probate procedure described in ch. 879 applies to a proceeding brought by a trustee, trust protector, directing party, or beneficiary concerning the administration of a trust.History: 2013 a. 92; 2023 a. 127.