- Willamette
- Support WU
- Gift Planning
- Essentials
- A Revocable Living Trust
- Choosing Your Trustee
Choosing Your Trustee
A trustee oversees the assets you place in a trust and administers the trust for the beneficiaries. While you can serve as your own trustee, you may prefer to name a family member or close friend as your trustee. You can also choose a professional trustee, such as a bank or trust company. Many people name a professional as a co-trustee along with a family member or close friend. You will want to decide which traits are important to you.
| Which Trustee Is Right for You?
|
||
|---|---|---|
| Corporate Trustee
|
Personal Trustee
|
|
| Expert financial management | ● | |
| Personal attention | ● | |
| Experience | ● | |
| Lower costs | ● | |
| Continuity in management | ● | |
| Quickness in taking action | ● | |
| Flexibility with beneficiaries | ● | |
| Neutrality | ● | |
Contact Us
If you are considering making Willamette University the primary or contingent beneficiary of a trust, please contact Steve Brier at 866-204-8102 (toll free) or 503-370-6022 (direct) or giftplanning@willamette.edu for assistance. We would be happy to help or provide you with more information.

