Trustee Types

How do you decide what kind of trustee is right for a trust, and what role that trustee should play?

Trustee Types (formerly Truste Basics Module 3) helps learners look beyond trustee “types” and think more carefully about trustee fit. It explores how different trustee structures, including family member trustees, independent or professional trustees, corporate trustees, delegated and directed trusts, and private trust companies, may shape the beneficiary experience, family dynamics, decision-making, continuity, and long-term stewardship. The module invites learners to consider not only who can administer a trust, but what role the trustee is expected to play: technical fiduciary, neutral decision-maker, family steward, mentor, educator, or some combination of these.

What You’ll Be Able to Do on the Other Side

• Clarify what role a trustee is expected to play in a given trust, from administration and oversight to beneficiary support, education, and stewardship.
• Compare trustee models based on the needs of the trust, the family, and the beneficiary relationship, rather than relying on convenience or default assumptions.
• Assess whether a trustee’s strengths, limitations, independence, availability, and expertise match the role the family wants that trustee to play.
• Identify how different trustee structures may affect beneficiary engagement, communication, autonomy, and long-term preparedness.
• Prepare focused questions for advisors, trustees, or family decision-makers about trustee fit, authority, continuity, expectations, and potential conflicts.

The Experience

This module combines short explanatory readings, contributor perspectives, and practical reflection prompts to help learners examine trusteeship from both structural and relational perspectives. The experience includes key readings from James E. Hughes, Jr. and Patricia M. Angus on the role a trustee can play in supporting beneficiaries, along with a curated chapter from The Complete Family Office Handbook on developing the ideal trustee.

Learners compare family, independent, corporate, delegated, directed, and private trust company models while considering what each structure makes easier, what it may complicate, and how it may affect the trustee-beneficiary relationship. Reflection prompts and scenario-based questions invite learners to think through cost, control, expertise, family involvement, fiduciary responsibility, continuity, and conflict, so they can engage more constructively with trustees, advisors, and family decision-makers.

Prerequisites: Introduction to Trusts, Trustee Responsibilities

Estimated Completion Time: 1.5 hours

Featured Resources:

  Articles/Books

• "The Trustee as Regent Within a Family Governance System" by James E. Hughes, Jr., Esq., & Patricia M. Angus, Esq.
• "The Trustee as Mentor" by Patricia M. Angus, Esq.
• The Complete Family Office Handbook, 2nd edition, Chapter 15, "Private Trust Companies: Creating the Ideal Trustee"