When choosing an agent, executor, or trustee in an estate plan, individuals should consider a variety of factors. Family dynamics should be taken into account, and an open and honest discussion with an estate planning attorney can help navigate any potential issues. Financial expertise may not be necessary if the person is honest, trustworthy, sensible, and can seek out and follow competent advice from trusted professionals. Additionally, it is important to choose individuals who share similar values and lifestyle choices. Finally, individuals should choose someone who they feel comfortable talking to and who can appropriately address their particular concerns.