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Whom shall I name as a trustee?
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New York - If you first choosing an administrator for your trust consider the following:
  • Interview several bank and trust companies.

  • Look for a proven track record as as asset manager and administrator

  • Inquire about their communication with beneficiaries, how they distribute assets and what their fee structure is

  • Consider giving the right to your beneficiary to change the trustee. You can pre-select several "pre-approved trustees or allow your beneficiary to use best judgment.

  • Ask for references in the form of beneficiaries served. These individuals are the end customer of the trustee; thus, you will find out the good and the bad from them.

An independent Fee-Only financial adviser can help you determine an appropriate trustee. 

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The Independent Adviser Corporation is a 100% Independent and 100% Objective Financial Advisory Firm that writes buy-side investment research. Our network of independent Fee-Only Financial Advisers serves individuals, families and businesses. They provide financial planning services, tax advice and offer professionally managed asset accounts. They do not underwrite corporate securities nor do they sell any proprietary products. To find out more or get a FREE consultation Ask The-Adviser.com or call 1-800-ADVISER.

 

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