Trustee

Trustee

When creating a trust agreement, the maker of the trust (also referred to as the “grantor”, “settlor” or “trustor”), will need to name one or more successor trustees. In some cases, the trustee, and the successor trustee(s) will be unable, or unwilling to serve. The trustee’s role is to manage and distribute trust assets in accordance with the trust maker’s wishes. In some cases, the trustor may prefer a non-family member to serve as trustee. In other cases, the trustee or the successor trustee(s) may not wish to serve and another fiduciary needs to take over those responsibilities. In some cases, it may be necessary to appoint a trustee on a temporary basis, until a permanent replacement can be identified.

Contact CB Fiduciary Services, if you need a trustee. CB Fiduciary Services helps those who have a trust agreement to ensure the wishes of the maker are carried out. CB Fiduciary Services understands the significant burden of liquidating trust assets and distributing those assets. As a licensed professional fiduciary, you can count on us to ensure all trust matters will be handled in a professional, ethical manner.