Steady & Reliable

Congratulations! You have the right expectations, attitude and temperament to successfully serve as trustee. You realize the importance of consulting your legal, tax and financial team and can be counted on to make balanced, impartial decisions even in the face of obstacles.  While you understand your own limitations and those who surround you, you’re a team player and can be expected to make sound decisions. One improvement you may consider is to become more pro-active rather than reactive. This might be a function of your unfamiliarity with the specific attributes surrounding the job of trustee. As you gain knowledge, understanding and confidence, however, you could very well transform into an exceptional trustee.