A walk through each of the foundational estate planning documents, what they do, and what happens if a client does not have them. This session also includes a brief overview of the fiduciary qualifications and roles for each and the execution requirements for each document.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Brooke A. Didier Starks, Meyer Capel, PC, Champaign
Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.