re: Where should I invest money in a trust?

Was this not discussed at all with the trustee prior to their passing? The amount of money you are talking about would be important.

You can self manage the money.

I would never go with someone you know just because. If it’s well into the 7 figures I’d shop around you should have plenty of options.


You also need to shop CPA’s yesterday.

ETA: When I mean shop CPA's yesterday, if you don't have a CPA with A LOT of experience doing similar trusts you should find one that does. Then see who they like in regards to money managers/ FA's.

Again, this depends on the amount of money to some degree. But you also need to make sure you have a damn good lawyer you trust with similar trust experience. Not a friend that's done a trust or two. Someone that does them a lot.

You really want a lawyer and a CPA first, then a money manager after that.