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Roles of a Beneficiary, Trustee and an Investment Advisor

The Beneficiary

A beneficiary should schedule regular meetings with their trusted Investment Advisor so that both are aware of any changes in the beneficiary’s circumstances. Some key points for the beneficiary to discuss with their investment advisor are:

  • The income needs of the beneficiary.
  • The investment considerations which affect the trust and beneficiary.
  • The overall objectives of the trust.
  • Ways that the relationship with National Advisors Trust can work to the benefit of everyone.

The Trustee

National Advisors Trust’s goal is to perform the administrative duties of a fiduciary in a timely, professional and empathetic manner. National Advisors Trust will have a working knowledge of all administrative matters pertaining to the trust including statements, tax reporting, distribution, administrative provisions and the overall management of your trust.

Your Trusted Investment Advisor

The Trust Agreement, or other documents related to the Trust Agreement, direct that your trusted Investment Advisor manage the trust assets. National Advisors Trust has only administrative and custodial responsibilities, and will follow the Investment Advisor's direction regarding asset retention, sale of trust assets, and the purchase of trust assets. Regularly scheduled meetings with your Investment Advisor should include discussions regarding the following:

  • Current investment positions of the trust.
  • Discussion of any recommendations for changes to the investment portfolio.
  • Existing long-term investment objectives of the trust.

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