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Maura Curran, Attorney
Jupiter, FL 33458

Trustee Scorecard

Selecting the right trustee for your trust is important.

Use this scorecard to evaluate potential trustees according to the traits and qualities that typically make for a successful trustee.

  • Include any additional traits or qualities that you believe are important for a trustee to have given your unique circumstances.
  • Rate each candidate on a scale from one to five, with one being least accurate and five being most accurate.
  • Add each candidate’s scores and provide the total below: the candidate with the highest score may be best-suited to the role of trustee.

Evaluate potential trustees effectively with our Trustee Scorecard. Rate candidates based on key qualities and traits for a successful trustee role, and identify the best-suited candidate for your unique circumstances.

Unlock Valuable Insights: Download the PDF Now!