• Selecting the Right Agents, Executors, and Trustees for Your Estate Plan: Expert Tips and Advice

  • May 28 2024
  • Duración: 10 m
  • Podcast

Selecting the Right Agents, Executors, and Trustees for Your Estate Plan: Expert Tips and Advice Por arte de portada

Selecting the Right Agents, Executors, and Trustees for Your Estate Plan: Expert Tips and Advice

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  • Ever wondered who should manage your estate when you're no longer able to? Join us, Jane Dearwester and Jordan Bentley from McIntyre Elder Law, as we demystify the process of selecting trustworthy agents, executors, and trustees for your estate plan. We tackle the questions we frequently encounter in our consultations and seminars, providing you with essential guidelines to make informed decisions. From the importance of trust and reliability to the necessity of open communication, we cover it all with real-life examples and practical advice.

    We emphasize the crucial conversations you need to have with your potential agents to ensure they are willing and prepared to take on these responsibilities. Neglecting these discussions can lead to unforeseen complications, such as guardianship proceedings where you lose control over who handles your estate. Tune in for our valuable tips on matching roles to the skills of your family members, and learn how to avoid common pitfalls. Don't miss this chance to secure peace of mind for your future.
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