As you go through the estate planning process, it is easy to become confused with the different names assigned to different roles. You will name an attorney-in-fact, executor or personal representative, guardian and trustee if you have minor children, and a successor trustee if you have a trust. In addition, different documents are used to name the persons you choose for these roles. The chart below is a reference for you to help keep straight "who" does "what".
As always, I'm here to answer your questions. Call me at (206) 923-9356 or email me at mailto:info@insightlawfirm.com if you have questions about this article or would like to schedule an appointment.
Alerian Hall is an estate planning attorney in Seattle, Washington. Alerian Hall’s financial expertise (she was previously a financial advisor) enables her to provide a truly comprehensive and tailored estate plans for her clients. Visit Insight Law’s website to learn more.
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Author: Alerian Hall
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