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Can a Trustee be Under Agreement (U/A) with a trust ?

Manteca, CA |

ex. John Doe Living Trust U/A 12/12/2012 Jack Doe Trustee For The Benefit of Jim Doe

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Attorney Answers 3


  1. Best answer

    Not sure what your question is. What its seems like is that John Doe created a trust for the benefit of Jim Doe and named Jack Doe as trustee of that trust. That is perfectly fine if that is in fact the case.

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  2. I agree that your question is not entirely clear. U/A is a common abbreviation used when referring to a trust agreement. If Jack Doe is acting as Trustee of the John Doe Living Trust, then the above caption would appear to be fine.

    James Frederick

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  3. Yes, U/A is a short hand (and common) way of saying the John Dow Living Trust under the trust agreement executed on 12/12/2002.

    Many times financial institutions will use this method to name counts owned by trusts

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