Shannon Pawley, The Estate & Asset Protection Law Firm Owner, offers a brief overview of the qualities to look for in the person selected for trustee roles and responsibilities.

DECATUR, GA, February ••, 2024: Shannon Pawley, Owner of The Estate & Asset Protection Law Firm, has posted a new blog on the law firm’s website entitled “The Qualities To Look For In An Estate Plan Trustee,” in which Ms. Pawley provides a guide to use for selecting the most appropriate trustee.

“At some point in your life,” Pawley writes, “you will hopefully create an estate plan. I encourage this be done sooner rather than later.” She continues, “Many estate plans include at least one trust and often a variety of different trusts. When you establish an estate plan, you will need to name someone as your trustee. This is a person who will have several responsibilities.” Pawley adds, “Among the many responsibilities a trustee has, there are several that include financial responsibilities. To help you in your decision-making process, I’ve outlined the main qualities to look for when selecting your trustee.”

According to Pawley, “Very often people will consider a family member or friend for this role.” She follows this up with, “You may change your mind after reading this article, and as you realize that depending on the size and type of your estate and assets, your trustee must be someone who has good organizational skills.” She emphasizes, “A trustee must gather assets, safeguard, and manage them, as well as make distributions according to the terms of the trust. So, remember that record-keeping and organizational skills are important.”

Among the many qualities Pawley highlights include honesty, willingness to commit and reliability, and impartiality.

The entire blog can be read by CLICKING HERE

About The Estate & Asset Protection Law Firm

The Estate & Asset Protection Law Firm was established to serve the legal needs of retiring citizens. The Firm focuses its entire practice on providing strategies to protect independence, privacy, assets and taxes from the government. Shannon Pawley has grown her law practice by providing excellent customer satisfaction with personalized wealth protection plans.

About Shannon M. Pawley, J.D., LL.M

As the owner of The Estate & Asset Protection Law Firm, Shannon M. Pawley and her entire team share a passion which focuses on being able to serve the legal needs of retiring individuals. In our firm, WE BELIEVE that people should not have to lose everything they’ve worked a lifetime to earn and that every person is an individual who deserves respect and the highest quality of life possible, regardless of age or ability. We also believe that privacy and protection are the keys to personal peace. Born and raised in the Tidewater area of Virginia to a tightknit family with strong military service roots, Shannon learned from an early age the value of hard work and the importance of social awareness to ensure you always leave a situation in a better place than how you entered it. In her junior year of high school, Shannon served as U.S. House of Representatives Page during the 101st United States Congressional Session in Washington, D.C. This experience exposed her to numerous new cultures and worldly issues. Walking away from her experience as a U.S. House of Representative Page, Shannon knew that she wanted to pursue legal studies and be able to assist others in obtaining the best results available in difficult situations.

Shannon earned her undergraduate degree at North Carolina Wesleyan College and pursued a law degree from Michigan State University College of Law. After obtaining her law degree and becoming a licensed attorney in Michigan, she continued her educational pursuit by acquiring a LL.M. (Master of Law) in Taxation from Wayne State University. After moving to Georgia in 2018, Shannon obtained her Georgia law license and has enjoyed being able to pursue her desire of ensuring persons are able to age with dignity, grace and independence.