Choosing the Right Trustee for Your Estate Plan
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Jacqueline Rahn, Head of Family Office Fiduciary Services, explains the importance of selecting the right trustee to protect your legacy and support your loved ones.
In this video, Jacqueline breaks down one of the most important—and often overlooked—decisions in estate planning: choosing your trustee. Learn what a trustee actually does, why their role is so critical and how to weigh the pros and cons of appointing a professional versus a family member or friend. Watch now to understand your options and why this decision deserves thoughtful planning with your RWA team.
And for more help, download a complimentary copy of RWA’s Estate Planning Checklist here: Estate Planning Checklist
