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Trustee Selection Worksheet
A guided worksheet to help compare trustee options, evaluate important responsibilities, and choose someone prepared for the role.
What This Resource Helps You Do
- Compare potential trustee candidates using practical criteria
- Consider responsibilities beyond personal trust and relationships
- Identify strengths, concerns, and possible challenges
- Understand tradeoffs between individual and professional trustees
- Prepare for more thoughtful trustee conversations and decisions
Who This Resource Is For
This worksheet is for individuals choosing a trustee or successor trustee who want a structured way to evaluate responsibilities, compare options, and think beyond personal relationships alone.
How to Use This Resource
Use this worksheet during the trustee selection process or when reviewing existing trustee choices. It’s designed to support reflection, comparison, and discussion—not final answers.
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Related Articles:
These articles explain the key concepts covered in this worksheet:
Trustee Selection Worksheet
What you’ll get:
✔ A guided worksheet to compare trustee options
✔ Key qualities and responsibilities to consider
✔ A structured way to document your thoughts and next steps
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Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.