Who Should Be Your Corporate Trustee?

When you set up a trust but don’t have a friend or family member you trust to manage it, what’s your next move? In this episode, we answer a question on a sensitive and critical decision in estate planning: how to choose the right corporate trustee? Should you go with a big national firm or a smaller local institution? Does it matter if you already have a relationship with the bank or company? Here’s some of what we discuss in this episode: 🔍 What to consider before choosing your trustee 🧑‍⚖️ Pros & cons of large vs. local trust companies 🗺️ Why your family’s location matters more than you think 🗂️ How existing relationships can streamline the process   Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: [email protected] Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/ Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1