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Pennsylvania Estate Law Library

Trustee, Eligibility
Any competent adult may be nominated to serve as the trustee of any testamentary trusts formed by a will.  The nominated trustee is not required to have a family relationship with the settlor or any of the trust beneficiaries.

A trustee is also not required to be a Pennsylvania resident. However, the Orphans' Court has the authority to appoint a Pennsylvania resident as the co-trustee of any trust that does not have an existing resident trustee.

Entities, such as banks, are also permitted to serve, but must meet specific requirements to assume the role. Also, although an entity may be authorized to act, each entity has different standards for accepting the role of trustee, such as the estimated compensation or complexity of the trust.

See: Trustee, Role and Duties