Selecting the Right Trustee — Avoiding the 5 Easy Ways to Destroy an Estate Plan

Selecting the right trustee is one of the most important—and often underestimated—decisions in any Idaho estate plan. The trustee manages assets, oversees distributions, and ensures that your intentions are honored long after you’re gone.

Many estate plans fail because of poor trustee selection. Family members, though well-intentioned, may lack the objectivity or expertise needed to navigate Idaho’s fiduciary laws. Independent trustees, such as Idaho-based trust companies or professional fiduciaries, often provide better long-term stability.

Common trustee-related errors include mixing personal and fiduciary funds, failing to communicate with beneficiaries, or neglecting tax filings. These mistakes can expose both the trustee and the estate to liability.

Poor trustee planning is one of the easiest ways to destroy an otherwise strong estate plan. Avoid appointing trustees without succession planning or proper guidance. Always include removal provisions and backup appointments.

In Idaho, a strong trustee must understand both local property law and fiduciary duty. Before finalizing your estate plan, consult with an experienced estate planning attorney to ensure your trustee choice aligns with your goals and Idaho’s legal standards.

Ready to protect your future? Book a consultation with Atkins Law Offices today to create or review your Idaho estate plan.