Have this ready for each decision-maker:
- Full legal name
- Email address
- Current address
- Phone number
Estate Plan Walkthrough
Please schedule a 15–30 minute meeting with our paralegal. During this call, we will collect your information and confirm your selected fiduciaries (also referred to as decisionmakers) to ensure the documents are prepared accurately and precisely.
Prepare for Your Call
Before the Call What to have ready.
Your Fiduciary Appointments The roles we'll assign.
We will confirm or assign the following roles:
- Executor / Personal Representative
- Trustee
- Guardian (if applicable)
- Medical Power of Attorney Agent
- Durable Power of Attorney Agent
- HIPAA Authorized Recipient
Choosing the Right People Quick guidance.
Select 2–4 backup individuals who can serve across roles.
Look for someone who is:
- Trustworthy — someone you rely on completely
- Capable — organized and able to act when needed
- Ideally U.S.-based — international appointments are permitted but may create delays