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How to Choose a Fiduciary: Tips for Selecting your Executor, Agent, and Trustee
April 23 @ 9:00 am - 9:30 am
When creating or updating your Estate plan, you need to designate a number of fiduciaries, such as agent, guardian, executor, and trustee.
It’s important to carefully consider who you choose to give rights and powers to on your behalf.
Senior Partner Melissa Negrin-Wiener will guide you through choosing a fiduciary for each legal document in your estate plan and the qualities that should be considered.
Fiduciary roles to be discussed include:
☆ Executor of a Will
☆ Trustee of a Trust
☆ Guardian for Minor Children
☆ Guardian for Child with Special Needs
☆ Agent under a Power of Attorney
☆ Agent under a Health Care Proxy
☆ Agent under a Living Will
