In choosing an estate trustee, a testator should consider the following factors:

  • The age and health of the prospective estate trustee
  • Competence of the Trustee
  • Experience.
  • Availability and willingness to serve.
  • Proximity to the beneficiary -where the prospective estate trustee lives
  • Ability to serve without conflict of interest.
  •  The honesty, capability and responsibility of the prospective estate trustee
  • The familiarity of the prospective estate trustee with the testator’s asset and family situation.
  • Ability of the trustee to act in the best interest of the beneficiaries
  • Understanding of the testators’ objectives and the knowledge of the beneficiaries’ needs and circumstances.
  • Knowledge of the subject matter of the trust and the size of the estate.

Please call us on 0207 183 0084 or email us on  if you need advise  and to ask us about any reservations or queries that you may have; we are always happy to assist.