A professional who directs and coordinates activities relative to creating and administering personal, corporate, probate, and court-ordered guardianship trusts in accordance with terms creating trust, will, or court order. Responsibilities include:

• Directs drafting of, drafts, or consults with client's attorney who drafts, legal documents specifying details, conditions, and duration of trust.
• Locates and places funds, securities, and other assets in trust account.
• Interviews trust beneficiaries of court-ordered guardianship trusts in order to locate probable sources of assets.
• Negotiates with public agencies, such as Social Security Administration and Worker's Compensation Commission, in effort to accumulate all assets into trust.
• Directs collection of earnings, dividends, or sale of assets and placement of proceeds in trust account.
• Directs realization of assets, liquidation of liabilities, and payment of debts for trusts.
• Directs disbursement of funds according to conditions of trust or needs of court ward or beneficiary.
• Ensures that excess or surplus funds are invested according to terms of trust and wishes of trust client.
• May specialize in promoting trust services and establishing new trust accounts.
• May prepare federal and state tax returns for trusts.
• May be designated according to type of trust as Corporate Trust Officer; Personal Trust Officer.