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How To Choose A Trustee

What To Look For In A Professional Trustee

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  • A professional that is not limited by statute or otherwise from fully executing the responsibilities of trustee. For example, if a bank is trustee, it may be limited in the investments it can make on behalf of the trust.
  • Financial reliability.
  • The likelihood that the professional will continue on its own and not be turned into a different organization by merger or organization.

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