The Responsibilities of Trustees


Trust administration is complex, and it benefits from the attention of a skilled lawyer. Trustees living near Tracy or Manteca must ensure that they follow applicable California laws, as well as the terms specified in the trust document. You can hear more about these responsibilities by watching this featured video and consulting your lawyer.

Trustees have an obligation to act in a way that serves the best interests of the beneficiaries. They owe a duty of impartiality to avoid favoritism among the beneficiaries, and they cannot have personal or financial conflicts of interest. Trustees also have a responsibility to manage the trust property in a fiscally prudent way.