Who Should Be Your Corporate Trustee?

When you set up a trust but don’t have a friend or family member you trust to manage it, what’s your next move? In this episode, we answer a question on a sensitive and critical decision in estate planning: how to choose the right corporate trustee? Should you go with a big national firm or a smaller local institution? Does it matter if you already have a relationship with the bank or company?

Here’s some of what we discuss in this episode:

🔍 What to consider before choosing your trustee

🧑‍⚖️ Pros & cons of large vs. local trust companies

🗺️ Why your family’s location matters more than you think

🗂️ How existing relationships can streamline the process

 

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