Job Description of Benefits Trust Trustee

A person's last will and testament assigns the job of carrying out its terms to a specific person. A benefits trustee, also commonly called an executor, does this job. Because a family member or close friend typically performs this task, it is often considered a favor and no monetary compensation is involved.

Job Duties

• Following the deceased's precise instructions as closely as possible is the main job duty. The trustee notifies beneficiaries of the reading of the will and normally has legal counsel on hand to answer any questions or concerns about its contents or instructions. The trustee must accurately maintain and file all legal documents and records.

Skill Requirements

• Discretion is of utmost importance for a trustee. Highly sensitive statements and bequeathment requests require delicate and diplomatic presentation. Keep assets safe and distributing them in a timely manner are necessary.

Preferred Background

• A trustee should be a respectable, honorable and honest person. He should have a thorough understanding and genuine compassion of the person whose estate he is administering. Understanding the logistics and language of wills and testaments is a plus.