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.
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