trustee who is also a beneficiary
If you are a beneficiary who is also serving as executor/trustee there are a few things you can do to ensure you keep your executor and beneficiary roles separate: * You may want to consider contacting a probate or estate planning attorney to mediate or oversee the process.f you are a beneficiary who is also serving as executor/trustee there are a few things you can do to ensure you keep your executor and beneficiary roles separate: * You may want to consider contacting a probate or estate planning attorney to mediate or oversee the process.