Trustee vs. Corporate Trustee

How an independent Trustee serves you

  • * No conflict of interest with legal and financial advice
    * Removes the possibility of decisions being made on emotion
    * Removes personal conflicts that can arise when a beneficiary is also the Trustee
    * Becomes a member of the existing team of trusted advisors

How An IT Serves You


Common scenario when a corporate trustee is engaged

Traditionally when a Trust Creator does not want to function as the trustee, a family member is enlisted to be trustee.  If a family member is not willing to serve, or the Trust Creator does not want to choose between members, a bank trustee is traditionally engaged.  However, this can often lead to barriers that make the situation cumbersome, time consuming and can lead to a loss of the Trust Creator’s team of trusted advisors.