The Trustee Primer: A Guide for Personal Trustees

If you have been named as trustee of a trust for a friend or family member, you might not know where to start.  If you are already acting as a trustee you may find that there are gaps in your knowledge that get in the way of doing your best in this role.  This primer has been written for you. It is a “go to” resource for learning what it means to be a trustee, and how to do it well.  It can also serve as a resource for anyone who creates, administers, or benefits from trusts.