Choosing Your Future Fiduciaries

Home Choosing Your Future Fiduciaries

The legal definition of a fiduciary is a person who holds a legal or ethical relationship of trust with another person. The naming of your future fiduciaries is done through the legal documents we prepare for you. Specifically, they are the Trustees named under your Living Trust; the Executors (aka Personal Representatives) named in your Pour-Over Will; the agents named under your Property Power of Attorney; the agents named under your Health Care Power of Attorney; the Personal Representatives named under your HIPAA Release; and Personal Representatives named under your Right of Disposition. Learn more by downloading!