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How to Choose the Right Trustee

  • Who Can Serve as Trustee?

    You may serve as your own trustee during your lifetime. Many couples also choose to serve as co-trustees. It’s important to name a successor trustee who can step in when needed.

  • What Does a Successor Trustee Do?

    A successor trustee takes over if the original trustee is unable to serve due to death, resignation or incapacity. They ensure the trust continues to operate smoothly without disruption.

  • What Should You Consider?

    Choosing a trustee is an important decision. Consider:

    • Experience managing finances and investments
    • Ability to follow instructions and act responsibly
    • Willingness to serve over time
    • Ability to remain fair and impartial
    • Availability when decisions are needed

  • Questions to Ask

    • How much experience do they have managing assets?
    • Do they have access to investment and taxexpertise?
    • Will they be available when needed?
    • Can they remain objective in family situations?

  • Why Many Families Choose a Corporate Trustee

    A corporate trustee, such as a bank trust department, can provide:

    • Continuity– No disruption due to illness, death or personal circumstances
    • Professional Management– Investment, administrative and tax coordination
    • Impartiality– Objective decision-making in family situations
    • Experience– Handling complex assets such as real estate, minerals or businesses

  • Our Experience

    Vision Bank has been serving as a trustee for clients since 1942. Our trust officers bring experience, stability and a team-based approach to managing your trust

Start the Conversation

Not sure who should serve as your trustee? We can help you evaluate your options and coordinate with your attorney to ensure your plan works as intended.

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