{"id":245,"date":"2025-10-14T11:19:25","date_gmt":"2025-10-14T11:19:25","guid":{"rendered":"https:\/\/inglisstephens.co.za\/?p=245"},"modified":"2025-10-16T13:44:05","modified_gmt":"2025-10-16T13:44:05","slug":"youve-created-a-trust-how-to-choose-the-right-trustees","status":"publish","type":"post","link":"https:\/\/inglisstephens.co.za\/index.php\/2025\/10\/14\/youve-created-a-trust-how-to-choose-the-right-trustees\/","title":{"rendered":"You\u2019ve created a Trust &#8211; Choosing the Right Trustee(s)?"},"content":{"rendered":"\n<p>Built on Trust. Focused on Legacy. Personally Delivered.<\/p>\n\n\n\n<p>Setting up a trust is one of the most thoughtful steps you can take to secure your legacy, and the true strength of your trust isn\u2019t just in the wording of the document \u2013 it\u2019s in the hands you place it in.<\/p>\n\n\n\n<p>At Inglis Stephens, we walk this journey with you like a trusted confidant, helping you make decisions that offer peace of mind and clarity for the future. Choosing the right trustee isn\u2019t just about ticking a box \u2013 it\u2019s about choosing someone who can stand in your place when you\u2019re no longer able to.<\/p>\n\n\n\n<p><strong>Who can serve as a trustee?<\/strong><\/p>\n\n\n\n<p>A trustee can be an individual you know or a corporate fiduciary like Inglis Stephens. The key is that they must be over 18, mentally sound, financially responsible, and free from any legal disqualifications such as insolvency or a criminal record.<\/p>\n\n\n\n<p><strong>What to look for in a trustee<\/strong><\/p>\n\n\n\n<p>Choose someone who is:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Honest and objective<\/li>\n\n\n\n<li>Financially aware and detail-oriented<\/li>\n\n\n\n<li>Communicative and available<\/li>\n\n\n\n<li>Able to collaborate with others, especially if there are multiple trustees<\/li>\n\n\n\n<li>Able to make informed decisions<\/li>\n\n\n\n<li>Able to act in the best interests of the beneficiaries of the trust<\/li>\n<\/ul>\n\n\n\n<p>Although choosing a family member might feel like the most natural decision, it can sometimes create unnecessary tension or conflict. By instead appointing an <strong><em><a href=\"https:\/\/inglisstephens.co.za\/index.php\/news\/\" data-type=\"page\" data-id=\"123\" target=\"_blank\" rel=\"noreferrer noopener\">independent trustee<\/a><\/em><\/strong> or fiduciary like Inglis Stephens offers objectivity, professionalism, and the ability to manage matters calmly, especially in emotionally sensitive scenarios.<\/p>\n\n\n\n<p><strong>What powers can you grant a trustee?<\/strong><\/p>\n\n\n\n<p>Your trust deed outlines exactly what your trustee can and cannot do. Typical powers include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Managing and investing trust assets wisely<\/li>\n\n\n\n<li>Distributing income or capital to beneficiaries<\/li>\n\n\n\n<li>Making decisions on behalf of minor children<\/li>\n\n\n\n<li>Borrowing or lending within the scope of the trust<\/li>\n\n\n\n<li>Appointing professionals such as attorneys or accountants<\/li>\n<\/ul>\n\n\n\n<p><strong>Feeling uncertain? Let\u2019s talk it through.<\/strong><\/p>\n\n\n\n<p>You don\u2019t need to figure this all out alone. At Inglis Stephens, we regularly serve as independent trustees for families who want both personal service and professional oversight. We make sure everything is properly documented, legally compliant, and aligned with the trust\u2019s purpose.<\/p>\n\n\n\n<p>Our role is to protect your legacy and ensure your wishes are carried out with care, now and in the future. If you\u2019d like a review of your trust, help with appointing trustees, or simply a conversation about your options, we\u2019re here.<\/p>\n\n\n\n<p><strong>For peace of mind, choose Inglis Stephens as your independent trustee. Reach out anytime. We\u2019re ready when you are.<\/strong> <\/p>\n\n\n\n<p>Our team can guide you through trust administration. <\/p>\n\n\n\n<p><a href=\"http:\/\/www.inglisstephens.co.za\">www.inglisstephens.co.za<\/a> | 021&nbsp;914 1144 | <a href=\"mailto:admin@inglisstephens.co.za\">admin@inglisstephens.co.za<\/a> | Office 106, The Village Square, Durbanville, Cape Town<\/p>\n\n\n\n<p>Expert <strong>Trust Administration support<\/strong> in Cape Town<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Built on Trust. Focused on Legacy. Personally Delivered. Setting up&#8230;<\/p>\n","protected":false},"author":1,"featured_media":247,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"categories":[1],"tags":[17,19,16,18],"class_list":["post-245","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","tag-choosing-trustees","tag-independent-trustee","tag-trust","tag-trust-administration-support"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/posts\/245","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/comments?post=245"}],"version-history":[{"count":6,"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/posts\/245\/revisions"}],"predecessor-version":[{"id":298,"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/posts\/245\/revisions\/298"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/media\/247"}],"wp:attachment":[{"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/media?parent=245"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/categories?post=245"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/inglisstephens.co.za\/index.php\/wp-json\/wp\/v2\/tags?post=245"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}