What is a Trustee?

The Trustee is the person responsible for managing money or property held in trust for someone else, in this case your children. They make financial decisions, invest funds, and ensure the inheritance is used for the child’s benefit according to your wishes.

Selecting the right guardian

Step 5 of 5: Financial Stewardship (Trustee Only)

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Selecting the right guardian

Step 5 of 5: Financial Stewardship (Trustee Only)

If also acting as Trustee:

Would you trust them to manage your children’s inheritance responsibly and in their best interest?

Will they be acting as a trustee?

YesNo

12345678910

Not at all

Absolutely

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Not at all

Absolutely

12345678910

Not at all

Absolutely

How Important is this to you?

Your answer changes how much this factor counts.
(Low = 1x, Medium = 2x, High = 3x)

LowMediumHigh (Recommended)

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