Understanding Trustee

Trustee

“A trustee is the person or entity responsible for managing trust assets and carrying out the trust’s instructions for the benefit of its beneficiaries.”

Trustees have a fiduciary duty to act in the best interests of the beneficiaries and follow the terms set by the grantor.

They can be an individual, multiple people, or even a professional institution.

Choosing the right trustee is a key decision—we can help you evaluate your options.

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