rustees have a fiduciary (legal) responsibility to safeguard and steward the trust assets in accordance with the trust creator’s intentions.
From the perspective of both the trust creator and trust beneficiaries, the most important responsibility of the trustee is to ensure that the family / beneficiary receives their intended trust benefits. Unfortunately, some trustees may think and act otherwise. As addressed below, this may signal the need to find a new trustee.
When working with the wrong trustee, the beneficiaries / heirs can feel locked out from their wealth and left scratching their heads wondering whether the trustee understands that it’s really their (the beneficiary’s) wealth which the trustee has the privileged role of overseeing. If you’re a trust beneficiary and you feel like you’ve been pushed out of any decision making with the stewardship of your trust, it might be time for you to find a trustee for your irrevocable trust.