Last Updated: Aug 10, 2026
Read Time: 1 mins
Transcript:
00:00:00 – 00:00:24
A trustee should be someone trustworthy, financially responsible, and someone that could be impartial or objective regarding your assets, the distribution of those assets, and your wishes. An individual could be a trusted family member or a friend. A corporate trustee could be an attorney, a CPA, an accountant, or a bank.
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There are certain advantages or disadvantages with either of those. I would say an individual trustee is likely to have a more personal understanding of your wishes and family dynamics.
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But the caveat to that is an individual may also feel overwhelmed in that position. Personal relationships can lead to disagreements or other conflicts of interest. On the other hand, a corporate trustee, they operate more at arm’s length. They also offer professional expertise and can provide objective decision making. Just like to point out, though, that a corporate trustee tends to cost more than an individual trustee.
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