Your estate plan is only as strong as the people you choose to carry it out. From trustees to guardians to powers of attorney, these roles require judgment, honesty, and responsibility. In this episode, Brian Chew explains how to select the right people, what qualities matter most, and the common mistakes families make when making these important decisions.

00:03:50 – Beyond trust: the importance of good judgment

00:05:00 – Family politics and risks of naming the oldest child by default

00:07:15 – Why co-trustees can create more conflict than resolution

00:09:45 – Choosing guardians for minor children

00:12:20 – How to amend or update trustee and guardian appointments

00:14:30 – The dangers of picking the wrong person to serve

00:15:30 – When to consider a professional trustee or corporate fiduciary

Choosing the right people to carry out your estate plan is one of the most important—and often overlooked—parts of planning. In this episode, Brian Chew shares practical insights on how to select trustees, guardians, and powers of attorney. He explains the traits that matter most, the family dynamics that can create conflict, and why sometimes a professional or corporate trustee may be the best option.