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How do I choose the right trustee and decide who the beneficiaries should be? | NC

Pierce Law Group

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Q: How do I choose the right trustee and decide who the beneficiaries should be? A: Start by matching the trust’s job to the people involved—because a trustee is a fiduciary who must follow the trust instructions and manage the trust property for the beneficiaries. Pick a trustee who is reliable, organized, and comfortable handling money, paperwork, deadlines, and communication. They need to be…

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