Wisconsin Statutes

Wis. Stat. § 701.0201 (2026)

Role of court in administration of trust

✓ current as of July 2026
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701.0201701.0201Role of court in administration of trust.
701.0201(1)(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.
701.0201(2)(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.
701.0201(3)(3)A judicial proceeding involving a trust or the trust’s administration may involve any of the following:
701.0201(3)(a)(a) Determining the validity of all or any part of a trust.
701.0201(3)(b)(b) Appointing or removing a trustee, directing party, or trust protector.
701.0201(3)(c)(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.
701.0201(3)(d)(d) Reviewing and approving a fee of a trustee, directing party, or trust protector.
701.0201(3)(e)(e) Approving interim or final accounts.
701.0201(3)(f)(f) Ascertaining trust beneficiaries.
701.0201(3)(g)(g) Determining the existence or nonexistence of any immunity, power, privilege, duty, or right.
701.0201(3)(h)(h) Requesting trustee instructions.
701.0201(3)(i)(i) Obtaining a declaratory judgment.
701.0201(3)(j)(j) Seeking reformation or other equitable relief with respect to a trust.
701.0201(3)(k)(k) Resolving a question arising in the administration of a trust, including a question of construction of a trust instrument.
701.0201(3)(km)(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.
701.0201(3)(L)(L) Determining any other matter involving a trustee, directing party, trust protector, or beneficiary.
701.0201(4)(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.
701.0201 HistoryHistory: 2013 a. 92; 2023 a. 127.
Notes of Decisions
Cited in 5 cases (3 in the last 5 years), 2019–2026 · leading case: Lori A. Murphy v. Daniel R. Maynard (Wis. Ct. App. 2025).
Lori A. Murphy v. Daniel R. Maynard (Wis. Ct. App. 2025). · cites it 3× “§ 701.0201, in the administration of her parents’ trust.”
The Greater Milwaukee Found. v. Am. Co. of Irish Dance (Wis. Ct. App. 2019). · cites it 2× “]” Indeed, the order executed by the trial court indicates that it was entered pursuant to §§ 701.”
Kenneth Heiting v. United States, 16 F.4th 242 (7th Cir. 2021). “See Wis. Stat. §§ 701.0201 , 701.1001. That authority does not help the Heitings.”
Poehling v. Trust Point, Inc., 932 N.W.2d 177 (Wis. Ct. App. 2019). “§ 701.0201(1) and (3) (providing that a 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"; and such proceedings may involve "[d]etermining the existence or nonexistence of any immunity,…”
Dominic Clark v. Maureen O'Leary (Wis. Ct. App. 2026). “§ 701.0201(1) (2023-24),1 seeking confirmation that O’Leary had authority to sell the property at issue, either as Successor Trustee or Administrative Trustee, and that a $1,000 distribution to Clark satisfied his beneficial interest in the Trust.”
Wis. Stat. § 701.0201(1): 3 cases
Poehling v. Trust Point, Inc., 932 N.W.2d 177 (Wis. Ct. App. 2019). “§ 701.0201(1) and (3) (providing that a 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"; and such proceedings may involve "[d]etermining the existence or nonexistence of any immunity,…”
The Greater Milwaukee Found. v. Am. Co. of Irish Dance (Wis. Ct. App. 2019). “]” Indeed, the order executed by the trial court indicates that it was entered pursuant to §§ 701.”
Dominic Clark v. Maureen O'Leary (Wis. Ct. App. 2026). “§ 701.0201(1) (2023-24),1 seeking confirmation that O’Leary had authority to sell the property at issue, either as Successor Trustee or Administrative Trustee, and that a $1,000 distribution to Clark satisfied his beneficial interest in the Trust.”
Wis. Stat. § 701.0201(3)(g): 1 case
The Greater Milwaukee Found. v. Am. Co. of Irish Dance (Wis. Ct. App. 2019). “]” Indeed, the order executed by the trial court indicates that it was entered pursuant to §§ 701.”
Wis. Stat. § 701.0201(4): 1 case
Lori A. Murphy v. Daniel R. Maynard (Wis. Ct. App. 2025). “§ 701.0201, in the administration of her parents’ trust.”
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