Posted on January 16, 2021January 17, 2021

You can choose almost anyone to be Trustee when setting up a Trust, including yourself, but we would not recommend that you act as Trustee on your own.

It is important to choose people you trust as they will be responsible for managing the Trust and will have several duties to follow, including:

To act in the best interests of Beneficiaries;
To devote time to Trust affairs. We would generally recommend at least an annual Trustee meeting;
To carry out the terms of the Trust;
To take Trust advice where necessary; and
To keep records of decision-making and accounts.

Amy Wardrop

Associate

By Your Side

Amy Wardrop was recruited to the firm in November 2020 to be part of the launch of our By Your Side service in January 2021.

She delivers our Wills, Power of Attorney, Trusts and Executry services as the department head.

Amy has recently been shortlisted for the Young Practitioner Award for her outstanding customer service and contribution to the growth of Friends Legal.

Friends Legal Award Nomination - Amy Wardrop - Young Practitioner of the Year award

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A Trust involves three groups of people:

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Trusts

What is a Trust?

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