Who Manages the Trust?

The person or entity responsible for overseeing the administration of the trust is known as the Trustee. The Trustee holds legal title to the trust assets and must manage those assets in accordance with the terms of the trust. This includes making investment decisions, distributing assets to beneficiaries, and ensuring the trust complies with applicable laws. Choosing a competent and trustworthy individual or institution as Trustee is crucial, as the Trustee wields considerable authority over the trust property.

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

The Ultimate Caregiver Guide!

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