Understanding the Role of a Trustee and Why It Matters

A trustee plays a critical role in managing your trust. Learn what trustees do, their legal responsibilities, and how to choose the right person or institution.

When setting up a trust, many people focus on what the trust holds—but overlook one of the most important decisions: who will manage it. A trustee plays a central role in carrying out your wishes, protecting your beneficiaries, and ensuring the trust functions as intended. Choosing the right trustee is essential to the long-term success of your estate plan.

What Does a Trustee Do?

A trustee is legally responsible for:

• Managing and investing trust assets

• Making distributions to beneficiaries in accordance with the trust terms

• Filing tax returns and keeping accurate records

• Acting in the best interests of the beneficiaries

Trustees must follow a strict fiduciary duty, which means they must act honestly, prudently, and without personal bias.

How to Choose the Right Trustee

1. Look for responsibility and trustworthiness

   A trustee doesn’t need to be a financial expert, but they should be organized, honest, and capable of making careful decisions.

2. Consider family dynamics

   If appointing a family member could cause conflict, a neutral trustee or professional fiduciary may be a better choice.

3. Think long term

   If the trust will last for many years—for example, for minor children or special needs beneficiaries—you may want a backup trustee or corporate fiduciary in place.

   
   

A Thoughtful Choice Makes All the Difference

A well-written trust is only as effective as the person managing it. Taking time to choose the right trustee will help ensure your plan works as intended—and your loved ones are protected.

Contact The Law Office of Jin-Wook Kim, P.C. to discuss how to structure your trust and choose a trustee who will carry out your wishes with care and integrity.