A trusts & estates (T&E) attorney is an important individual to have on your team of professionals, especially:
- when preparing and/or updating legal documents, such as a will, power of attorney, and healthcare proxy; or
- if you are acting as an executor for an estate.
Working with a T&E attorney is an opportunity to plan for the future—financially and legally—at a time when matters are not pressing. Collaborating with your attorney and financial advisor will help you create a more secure future for yourself and your beneficiaries.