Preparing to Work with Trusts and Estates Attorneys

Preparing to Work with Trusts and Estates Attorneys | Rebecca Eddy

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.
Legal Documents: 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.

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