#32 Tips for choosing the financial controllers in an estate plan

Naming the right people to handle financial decisions in an estate plan isn’t just important - it’s everything.  

Executors, trustees, and financial attorneys wield serious power, and a poor choice can lead to delays, lost opportunities, and potentially years wasted in court.

But for many clients, these roles are a complete mystery.

So, how do you guide them toward a well-considered and balanced decision?

Supporting your clients in choosing the right people for these roles is one of the most valuable things you can do as an estate planner, and in this episode, I share my tips and tricks for choosing financial controllers.