Building Your Team

It is important for you to have a team that has your best interest in mind.  Do you and your team know what is expected of them?  Let’s look at the make-up of the estate planning team and their responsibilities.

Attorney
  • An individual, licensed by the state to prepare legal documents including: Wills, Trusts, Power of Attorney, Medical Powers of Attorney
Financial Adviser
  • Creates a financial plan that includes investments, insurance and retirement accounts
Certified Public Accountant (CPA)
  • Prepares tax returns and assists in tax planning
Personal Representative
  • A corporate trustee and/or individual named in your will to settle your estate
Trust Officer
  • Responsible for the day to day administration of your trust
Trustee
  • A corporate trustee that works with the trust beneficiaries to meet the beneficiaries needs and distributes the trust assets as set forth in your document
Credit Union Branch Manager
  • Assists you with checking, savings and other transactional needs and is a resource for other important information & services