A:

The person you choose to serve as trustee for your trust does NOT have to have a background or experience in law, finance, taxes, or any other field related to trust administration. In fact, trustees are not only allowed to seek outside support from professionals in these areas, but they're highly encouraged to do so, and your estate will pay for such professional support.

While serving as a trustee can be a serious responsibility, the individual you select won't have to handle the job alone. Plus, your trustee can also be paid for their service, though close family members often choose to forgo any payment beyond what's required to cover the trust expenses. 

Furthermore, as your Personal Family Lawyer®, we will be available to guide your chosen trustee step-by-step throughout the entire process, ensuring he or she is able to properly fulfill all of your wishes as spelled out in the trust, without exposing the beneficiaries—or themselves—to any unnecessary risks.

We are here to help you create an estate plan you understand, trust and that protects you and those you love. If you have questions, need a will or estate plan review or would like to start getting your estate plan in place, call us at 410-570-1671.