Suggestions for a trustee close to The Villages

[RoseyRed]

We are in the process of finding a trustee, possibly a corporate trustee. Can anyone make suggestions of a trustee close to TV?

[retiredguy123]

I think that any bank or large attorney firms will be happy to serve as a trustee, but I wouldn't recommend hiring any trustee who you don't personally know and trust. Their fees will be extremely high. A close friend or relative would be much better to serve as a trustee. When I had my will prepared, my estate attorney told me that most professional trustees will not agree to make decisions for someone who is mentally incapacitated because of the liability.

[RoseyRed]

Thank you!

[ElDiabloJoe]

May I recommend this video re: corporate trustees by local trust and estate attorney Amy Pittman?

https://www.youtube.com/watch?v=Ydmtk6nUBX4