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Home >> Your Living Trust and Your Trustee: What You Need to Consider

Your Living Trust and Your Trustee: What You Need to Consider

December 10, 2015 by Robert Kulas. Leave a Comment

If you’re going to create a revocable living trust in Florida, you’ll need to take the time to think about whom you want to serve as your trustee. While many, if not most, people who create a living trust choose themselves to serve in this important role, this isn’t the only option. There are several factors you will need to think about when considering whom your trustee should be.

Competency

If you are creating a living trust, it’s fairly safe to assume that you are mentally competent. All trustees have to be able to make prudent decisions, and serving as your own trustee to guard over your own interests is a natural fit. However, it’s important that if you do select yourself to serve as trustee you also nominate a successor trustee who can take over your responsibilities should something happen to you. Whether you experience declining capacity as a natural result of the aging process, or suffer a sudden injury or illness, the successor trustee should be someone you trust and who is capable of managing the trust property.

Abilities

If your trust owns extensive assets and has complicated holdings, you might want to consider a professional trustee. Whether it’s a bank, trust company, or another kind of professional fiduciary, professional trustees can be a good fit. Even though they charge for their services, a good professional trustee might be the best way to go if you need someone else to look after the trust for you.

If you’d like to know a lot more about living trusts, you can attend one of our free seminars on how to make sure your living trust works. We will be in Vero Beach and Port St. Lucie, Florida on June 18, 19th, and 20th. Contact our office for registration details, times, and locations.

Filed Under: living trusts Tagged With: living trust, trust

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Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family.

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"Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family."

Janice M
Client Review
August 25, 2020
    

Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

Krissy L.
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August 25, 2020
    

I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

Leo C.
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Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

Mildred W.
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August 25, 2020
    

I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

Joan C.
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August 25, 2020
    

We began our estate plan process in 2004 (12 years ago) and have been pleased with the periodic reviews we have gone through and when changes have been needed the firm has been thorough and professional in making those changes.

L.G.K.
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