Choosing executors and trustees – and holding them accountable

Family members or others who take on the job of executor or trustee carry a great deal of responsibility. They have a duty to treat all of the beneficiaries fairly, yet often favor some family members over others or commit outright theft from the estate.

What factors should guide the choice of a fiduciary, to maximize the chances that the choice will be good for all concerned? And what legal options are available to challenge wrongdoing by executors or trustees when it does occur?

We recently published a white paper to explain how to approach these questions. The paper is called When Executors and Trustees Go Wrong.

Please look at the paper to get a better understanding of the family dynamics and other considerations involved in choosing an executor or trustee. You will also learn about the options available for holding fiduciaries accountable for any wrongdoing that harms beneficiaries.