Estate Planning Series now live! Educational Guides & Downloadable Resources: Explore the series → New Civic guide & Download: Georgia Voters: How to Check Your Registration Status Get Started → New: Homeowner financial guidance on property taxes and homestead exemptions Learn More →
Estate Planning Series now live! Educational Guides & Downloadable Resources: Explore the series → New Civic guide & Download: Georgia Voters: How to Check Your Registration Status Get Started → New: Homeowner financial guidance on property taxes and homestead exemptions Learn More →

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Trustee Selection Worksheet

A guided worksheet to help evaluate trustee options thoughtfully and realistically.

What This Resource Helps You Do

  • Compare potential trustee candidates objectively
  • Consider practical responsibilities beyond trustworthiness
  • Identify strengths, limitations, and potential conflicts
  • Clarify tradeoffs between individual and professional trustees
  • Support more confident trustee selection decisions

Who This Resource Is For

This worksheet is for individuals choosing a trustee or successor trustee and wanting a structured way to evaluate options beyond personal relationships.

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.

Download the worksheet to support clearer, more confident trustee decisions.

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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.