https://maggiejullrich.bloggersdelight.dk/2024/12/30/the-role-of-a-beneficiary-to-serve-in-planing/
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A beneficiary’s role, while seemingly more passive compared to that of trustees, still plays an important part in the management of the estate. Trustees have specific responsibilities that they must fulfill, but beneficiaries, though not burdened with such duties, can still take steps to enhance their relationship with trustees. To begin, it’s crucial for beneficiaries to have a solid understanding of the trust itself. This includes knowing the investment objectives, the nature of their own interest in the trust, and the trust’s overall purpose as laid out by the grantor. Such understanding is not only vital for maintaining a smooth relationship but also for ensuring that the trustee’s decisions align with the beneficiary’s best interests.