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September at Trust & Will

Draft Day, BTS, and "What's Probate?"

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Draft Day, BTS, and "What's Probate?"
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The Conservator

by Trust & Will

draft

Kicking off fall 🏈

Grab some pretzels and cue the fantasy-football music, because it’s time to draft your starting lineup...

...of Estate Plan roles!

Who will you choose with your first pick as Executor? How about as Guardian? Power of Attorney?

Understand all the roles of your Estate Plan in this free PDF guide, and get ready to draft your team.

Draft Your Team

Fill the backpacks 🎒

Back to School is a great time to review your Health Care documents and Estate Plan, and start thinking about the year ahead.

 

Estate Planning Definitions

Unpacking some of the terms we're often asked about when it comes to your Estate Plan.

⚖️  "Probate" - Simply put, this is the legal process your Estate must go through after you pass. Read more about Probate and how you can avoid it here.
 

P.S. Are you a Virgo?

If so, Happy Birthday! 🎂

And if not, consider this... Virgo's make great Estate Executors. They're organized, practical, and take a systematic approach to their dealings, perfect for going through all the details of an Estate Plan! 

 

 

 

 

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