1. Pick Someone You Are Comfortable With and Trust
This person will be handling your sensitive information as well as developing a relationship with your family. Who you choose will ultimately be a personal representative of your estate. Most companies require that an account be at a minimum size to receive a designated trust officer, so not only choosing an individual but a company that is trustworthy is worth the research.
Who you wind up choosing will be handling your most intimate information. Knowing this person has your best interest in mind is comfort that can’t be bought.