Your clients must exercise great care in selecting executors, trustees, agents, and other fiduciaries. These decisions may affect the client and the client’s family members for many years to come. Decisions regarding the appropriate persons to select are, naturally, for your clients to make. However, you have a duty to explain to your clients the factors they should consider before making designations in their wills, trusts, and powers of attorney. This presentation will provide you with guidance in this important phase of planning your client’s estate.