148: How to Choose the Right Successor Trustee for Your Trust

Absolute Trust Talk

Content provided by Kirsten Howe and Kirsten Howe: Attorney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kirsten Howe and Kirsten Howe: Attorney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

1y ago 6:02

MP3•Episode home

Are you prepared to name a successor trustee in your estate plan? Don't worry if you're unsure—this episode of Absolute Trust Talk will guide you through the process. We'll break down the most important traits to look for in a successor trustee, such as trustworthiness, reliability, and the ability to seek professional advice when needed. Plus, we'll share common pitfalls to avoid so you can make the best choice for your family's future.

Time-stamped Show Notes:

0:00 Introduction

0:50 What is a Successor Trustee, and why is naming one essential for your estate plan?

1:37 Trustworthiness is a critical quality when naming a successor trustee. Learn why it's so important.

2:30 The next trait to consider in a successor trustee is often underestimated.

3:05 Does your successor trustee need to live nearby? The answer might surprise you.

4:20 We've covered the must-have qualities, but here's a major red flag to avoid: Ego.

Take the Next Step in Your Estate Planning Journey

If this episode resonated with you, we'd love to help you with your own estate planning needs in California. Schedule a complimentary discovery call with our team at Absolute Trust Counsel. During this no-obligation conversation, we'll:

Learn about your unique situation and goals
Answer questions about our services
Determine if we're the right fit to work together

Visit https://absolutetrustcounsel.com/scheduling/ or call 925-943-2740 to schedule your free discovery call today.

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a couple second and it helps spread the word about the podcast.

Episode Credits: The Absolute Trust Talk podcast is brought to you with the help of Q2Mark, led by Chief Marketing Officer Susie Hays. Since 2016, Q2Mark has partnered with Absolute Trust Counsel on all marketing communications—from brand development and website design to this podcast series with over 192 episodes, social media management, video production, and more. If you're business owner looking for comprehensive marketing support, visit Q2Mark.com.

138 episodes