Keeping Orange County informed on the latest and greatest information on estate planning & elder law.
- Page 3
When to Update Your Family’s Estate Plan So when should you give your us a call to update your estate plan? Anytime you experience one of these life changes you need to update your existing plan.
Duties Of A Successor Trustee Following The Death Of A Loved One Being a Successor Trustee comes with great trust and responsibility. You are the person that your loved one knew they could count on to carry out their wishes, follow the rules, and keep the peace in the family.