# What Are The Roles Of A Trustee

*URL:* https://christianfinancialadvisors.com/services/trust-services/what-are-the-roles-of-a-trustee/
*Updated:* 2026-10-13T05:12:05+00:00

[vc_row textalign=”center” top=”20px” bottom=”20px”][vc_column][vc_icon name=”fa-key” icon_size=”100px” icon_color=”#00517c”][/vc_column][/vc_row][vc_row top=”0px” bottom=”30px”][vc_column][vc_column_text]Trustees have the fiduciary responsibility to manage the assets of your personal trust for the benefit of the beneficiaries. A trustee’s responsibilities may include:

#### Accounting Duties

Paying bills, retitling assets

#### Record Keeping

Tracking investments including real estate, maintaining records, collecting dividends, and rents

#### Estate Settlement

Preparing tax returns, paying creditors

#### Overseeing Finances

Evaluating and distributing money per the terms of the trust

#### Management of Unique Assets and Real Estate

Maintaining copyrights, patent rights, farm holdings, oil and gas interests, and working with property managers

#### Distribution of Assets

Allocating property according to the trust terms

#### Maintenance and Transfer of Real Estate

Obtaining titles, deeds, and appraisals as needed[/vc_column_text][/vc_column][/vc_row][vc_row full_content_width=”row-inner-full” top=”5px” bottom=”5px” bg_color=”#00517c”][vc_column][vc_column_text]

## **LEARN MORE ABOUT PERSONAL TRUSTS**

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##### Reasons to Consider Appointing a Corporate Trustee

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[LEARN MORE](/what-we-offer/trusts/corporate-trustees/)

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##### What Are the Benefits of Establishing a Personal Trust?

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[LEARN MORE](/what-we-offer/trusts/benefits-of-a-personal-trust/)

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##### Overview and Benefits of Using a Trust

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[LEARN MORE](/what-we-offer/trusts/)

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## Speak to a Christian Financial Advisors financial advisor about a personal trust by calling (830) 609-6986

* Trust services provided through Advisors Private Wealth Trust. Advisors Private Wealth Trust is a corporate trustee offering exclusively for advisors who work with Schwab through a strategic relationship with National Advisors Trust Company, FSB. Advisors Private Wealth Trust is a Trust Representative Office of National Advisors Trust Company, FSB (NATC). Schwab and NATC are separate and unaffiliated companies and are not responsible for each other’s policies and services.

** Information obtained from Schwab, Inc., member FINRA/SIPC https://www.tdameritrade.com[/vc_column_text][/vc_column][/vc_row]

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