A client came to us years ago with a tough decision.

She had three kids. All adults. All capable in their own way.

But she knew — deep down — that only one of them was right for the job.

Her oldest was organized but lived across the country.
Her middle child was local but easily overwhelmed.
Her youngest was steady, calm, and good with people.

She named the youngest as successor trustee.

It wasn’t about playing favorites.
It was about playing to strengths.

When she passed, her youngest stepped in with confidence.
He communicated with his siblings.
He followed the plan.
He kept emotions from boiling over.

The estate was settled in under six months — no court, no drama, no resentment.

Later, his siblings told us they were relieved he was in charge.

Not because they couldn’t do it — but because he was the right one for the job.

Choosing a trustee isn’t about fairness. It’s about fit.
And the right choice can mean the difference between conflict and peace.