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Trustee Checklist

To make an informed decision about your choice of trustee, think about questions such as these: 

✔ Does the prospective trustee have the time and experience necessary to handle the job? 

✔ Has the organization or individual performed capably in both bull and bear markets? 

✔ Could conflicts of interest arise between your trustee and your family? 

✔ Will each and every beneficiary be treated fairly and impartially? 

✔ What fees will the trustee charge? Do the fees include investment management costs, or will they be an additional expense? 

✔ Will your trustee provide recordkeeping at no additional cost? 

✔ If conflicts develop between the beneficiaries, how will they be resolved? Will all the beneficiaries respect the decisions of the trustee? 

 

Not insured No guarantee


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