08/28/2026
Most people choose the people in their estate plan by asking who would be hurt to be passed over. It's a fair instinct. It's also the wrong question.
An executor's work is finite and administrative. A trustee's may run for decades and require saying no to a beneficiary — then holding that position through Thanksgiving. A health care agent may have the same difficult conversation repeatedly while relatives disagree.
Different jobs asking for different temperaments. Naming one person to all of them is a decision worth making on purpose.
New article on matching the role to what it actually demands. https://bit.ly/4wxPum1