Suggestions for a trustee close to The Villages
 

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

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.

Thank you!

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

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