You may hear the term “fiduciary” mentioned by your lawyer, financial advisor, bank, or friends/ family. Although some have a general concept of what the term means in the corporate or business context, many remain unaware of what the term encompasses and implies in the estate-planning world. Understanding the term and the depth of obligation it entails is an essential element to the estate-planning process.
So, you may be asking: where do I start? Estate planning typically involves creation of basic documents, such as a Last Will and Testament, Living Will, Medical Power of Attorney, Financial Power of Attorney, and a Disposition of Last Remains. You may need all or some of those. They may be very straightforward or more complicated. Legacy Planning & Probate is here to simplify the process, address your needs, and provide you with peace of mind. Read on for some additional information and tips to get the process moving.
The information that you obtain from this website is not, and is not intended to be, legal advice. The content is for informational purposes only and does not form an attorney-client relationship. If you would like to speak to an attorney, please contact our office.
