Q: I’m the trustee of my grandmother’s trust. Can I just distribute the trust assets to the beneficiaries?

by | Sep 9, 2026 | Q&A, Trust And Estate Administration |

A: Not without taking a few important steps first! Before distributing trust assets, a trustee must attend to their fiduciary duties, which may include providing required notices to beneficiaries, identifying and valuing trust assets, paying valid debts and expenses, and addressing tax issues. Rushing distributions can create problems for both the trustee and the beneficiaries. Working with an experienced trust administration attorney can help ensure that the trustee fulfills their duties and that the trust is administered properly and efficiently.