Can the Same Person be Named Executor, Trustee, and Beneficiary in a Will?

Yes, one person may be executor, trustee, and beneficiary in a will. One person can often also serve as two of the three people in a trust agreement. That is, the same person can be the grantor and trustee, trustee and beneficiary, or grantor and beneficiary. It is even possible for the same person to be all three. The “person” does not even have to be a natural person. For example, the trustee can be the trust department of a bank and the beneficiary can be a charity.



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All content is for informational purposes only. It is also only intended to relate to Mississippi Estate Planning Law.  If other states are mentioned, they are mentioned as an example only. No legal advice is provided in this content. Laws change so you need to check for any updates by current laws in Mississippi.