Trustee

noun

/trʌˈstiː/

In a Nutshell

The person or entity responsible for managing and administering a trust for the benefit of the beneficiaries.

PLAIN ENGLISH

The trustee is the person who manages the trust—they legally own the trust property but must use it only for the beneficiaries' benefit. They're responsible for investments, distributions, taxes, and following all the trust's rules.

⏱ When you'll encounter this term

  • Creating a trust and naming who will manage it
  • Trust administration after settlor's death
  • Disputes over trustee actions or breaches
  • Changing trustees or appointing successors
EXAMPLE

"Mum created a trust and named herself as trustee. After she died, my uncle became successor trustee. As trustee, he manages the investments, pays expenses, files tax returns, and distributes money to us beneficiaries according to the trust's terms."

⚖️ Compare: Trustee vs Executor

Trustee

Manages trust property. Ongoing role, sometimes for years. Follows trust document. May serve during and after settlor's life.

Executor

Manages estate. Temporary role, usually months. Follows will. Only serves after death.

💡 Did you know?

Trustees have strict legal duties called "fiduciary duties." If a trustee breaches these duties—like using trust money for themselves or making poor investments—they can be personally liable to repay losses to the trust, even from their own pocket.