Does The Glass Slipper Fit? Considerations for Selecting a Trustee

The metaphorical glass slipper represents the combined interpersonal dynamics of your family and loved ones, your individual passions, goals, hopes and dreams, along with the complexity of your family’s estate plan. When combining the characteristics of your family with the complexity of your estate plan, the result is a unique dynamic with special needs—requiring a trustee with a complementary skillset. What skillset and qualifications should your trustee have? Finding the answer begins with having a clear understanding that your family, your assets, your goals and your values are unique. It is also essential to know and consider the more important qualifications and characteristics of a trustee.