Every estate plan in Georgia has unique aspects, but most benefactors need to select trusted agents to fill roles like trustees, power of attorney agent or executor. When choosing people or professional organizations to occupy these positions, people typically need to weigh family dynamics and the skills and willingness of the individuals they choose for these roles.

A trustee or executor needs to be qualified for the position or have the capacity to learn the duties. For example, a trusted family member might not represent the best choice if that person has trouble organizing personal affairs. Some people might live too far away to administer someone’s trust, or they have too many personal responsibilities to take on the workload.

Professional advisers or investment firms sometimes present good solutions. They possess the skills to invest and distribute funds. People also have the option to select co-agents so that a family member can oversee a trust while outsourcing demanding duties to a professional. This approach could balance out various concerns because family members could maintain influence over the estate without becoming overwhelmed by administrative details. Similarly, the appointment of a panel of family members to serve as surrogates might prevent conflicts within the family because everything has not been placed in one individual’s hands.

An attorney might help someone sort through the elements that need to be covered in an estate plan, like insurance policies, bank accounts and health care directives. An estate planning attorney could research tax law to see how it might affect distributions to heirs. Legal advice could inform a person about how to structure a trust to support specific goals, like delaying distributions to young people or funding someone’s education. A lawyer could strive to produce the documents necessary for the plan in language that is designed to withstand legal challenges.