Sure , the execution of a trust is like the execution of a will—honest, transparant and competent people need to carry it out to be effective.

Our trust is revocable and is set ip to disburse quickly after we expire. The same people will be administering it that would have administered a will. And we do have a “pour over” will for anything that has escaped the trust.

We do have beneficiaries named in our financial accounts but not on real estate. The thng is—We have ten beneficiaries, some of them charitable organizations, and to leave each of them an equal share in real estate would be a complete nightmare to administer. How would any decisions be made? Impossible.

Naming beneficiaries in transferable assets makes sense if you have just a few beneficiaries like a couple of grown children.

For incapacitated people who are beneficiaries of lifelong trusts, that requires a dedicated and extremely responsible honest person to carry it out. Incapacitated people are extremely vulnerable to all sins of humanity: avarice, lust, greed, etc. i suppose a court would provide some oversight but no judge is going to be hands-on in micro decisions unless that judge is the actual executor.

Tybee,, how did your mother come about to have this guardian since she had several able, adult children
. Isn't that an unusual situation?