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

Absolute Trust Talk

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9M ago 6:02

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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.

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