Who Will Actually Carry Out Your Estate Plan?
An estate plan can contain excellent documents and still fail because the wrong people were appointed to carry it out. Jon Sanchez explains how to evaluate successor trustees, executors, financial agents, healthcare agents, guardians and digital fiduciaries. Learn why the oldest child is not automatically the best trustee, how co-trustees can create gridlock, why every position needs a qualified backup and how to conduct a complete people audit of your estate plan.
The skinny
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