05/23/19 You’ve Been Named as an Agent in a Loved One’s Estate Plan, Now What?
Do you have a trusted individual that you have named to carry out your wishes in your Power of Attorney, Last Will & Testament or Trust document?
Do they know the life events that they may need to step in for and what to do when that time comes?
Have you been named and want to know more about your role?
Open communication is key! Start the conversation with NC Planning at this great event. We will discuss:
- What it means to be named as power of attorney, executor/executrix, trustee or health care agent
- How to know when to execute these powers
- What to do now and then
- Who key contacts will be during incapacity or after death
Please RSVP to reserve your seat!