Thursday Mar 16, 2023

Ep 77: Should You Micromanage Your Trustee?

Different types of estate plans allow different levels of flexibility. When setting up a trust, the Trustmaker usually has an opportunity to get extremely detailed in the instructions left for the Trustee to follow when distributing your estate after you pass away. The rules you put in place (and how much discretion you want to leave for your Trustee) should be careful considered. It is impossible to think of every situation that could arise after you pass away. However, there are ways to set rules, boundaries, and guidelines while “future-proofing” your estate and planning for the unexpected after you pass away.



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