TRUST & ESTATE SERVICES

Making the Best of an Arranged Relationship

The relationship between a trustee and beneficiary is unique. Learn some steps that can help build common ground and address tensions before, and as, they arise.

01.29.2019 - Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Making the Best of an Arranged Relationship

By Thomas E. Junkin Some experts liken it to an arranged marriage—two people brought together by an agreement reflecting the wishes of its creator. I’m talking about the unique relationship between a trustee and a beneficiary. As the definition below shows, it’s a relationship rooted in legal duties and responsibilities.1 As importantly, it’s a relationship that lasts over years. As professional trustees, a significant part of our job is ensuring trust beneficiaries are satisfied with how the trust is handled.

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Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

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