February 23, 2018
Who is Appropriate?

Who is appropriate to implement your plan will be based on your financial situation, the family dynamics and the beneficiaries, as well as the components you have chosen to include.
Factors to consider for who will implement your plan are their:

  • Decision Making Skills
  • Ability to Handle Stress
  • Age
  • Available Time
  • Career Demands
  • Conflict Resolution Skills
  • Family and Home Life Demands
  • Geographic Proximity
  • Consistent Residency in One Place
  • Sound Judgment
  • Health
  • Impartiality and Neutrality
  • Knowledge of Accounting
  • Knowledge of Investments
  • Knowledge of Substitute Decisions
  • Law, Estate Administration and
  • Trust Law
  • Knowledge of Taxes and Tax Law
  • Longevity
  • Accountability
  • Timeliness
  • Understanding of the Probate
  • Process
  • Understanding of the Role,
  • Responsibility and Liability
  • Vacation Schedule

If one or more of these factors raised questions about who you are considering to
implement your plan, you may want to re-evaluate your decision to appoint them
so you can make the best possible choice.