What Are the Responsibilities of a Trustee to a Beneficiary?

The responsibilities of a trustee to a beneficiary include complying with the instructions in the trust document; keeping the trust assets separate from the trustee's personal assets and maintaining separate records; and investing the trust assets in fiscally conservative ways, according to WealthCounsel. Unless the trust language permits it, the law forbids a trustee from using trust assets for the trustee's personal benefit. If there is more than one beneficiary, a trustee must treat all beneficiaries equally, without showing favoritism.

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