Roles available within a Trust
The following roles are available to be assigned within a trust.
Trustee association
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Date of appointment
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Is Independent
Appointor
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Date of appointment
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Appointor (Trustee)
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Appointor (Beneficiary)
Beneficiary association
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Date of appointment
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Beneficiary type
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Discretionary
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Primary
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Secondary
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Final
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Final and Discretionary
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Life/Limited Interest
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Remainder
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Other
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Entitlement date
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Associated beneficiary classes
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Disclosure
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Decision pending
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Not required
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Required
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Disclosure complete
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Date of disclosure
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Disclosure notes
Other associations
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Is a protector for the Trust
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Protector
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Protector 1st
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Protector 2nd
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Protector 3rd
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Protector 4th
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1st Substitute Protector
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2nd Substitute Protector
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3rd Substitute Protector
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4th Substitute Protector
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Is a settlor for the Trust
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Original
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Deemed
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Is the Chair of the trust
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Is the Trust Treasurer
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Is the Trust Secretary
Advisory Roles
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Legal advisor (or lawyer)
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Accounting advisor (or accountant)
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Financial advisor
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Advisor to the Trustees
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Other advisor
General roles
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Point of contact for general queries
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Has issues related to ability to sign or make decisions