Frequently Asked Questions

Trust minutes are the written record of decisions made during trust administration meetings. They serve as official documentation of trustee actions, beneficiary distributions, investment decisions, and other fiduciary activities. Under the Uniform Trust Code (UTC) and most state trust laws, trustees have a duty to maintain accurate records and inform beneficiaries. Proper trust minutes protect you from personal liability, demonstrate compliance with fiduciary duties, and provide essential evidence in case of disputes or audits. Without minutes, you may struggle to prove that decisions were made properly and in beneficiaries' best interests.