Fiduciary Selection — A Critical Part of Any Well-Prepared Estate Plan

One of the most critical decisions you will make in developing your estate plan involves making appropriate selections for the various fiduciary roles under your legal documents.  In the estate planning context, a “fiduciary” is someone who will serve in a role of authority with regard to you, your assets, or your minor children, such as an Executor, a Trustee, a Guardian and/or Conservator, an Attorney-in-Fact, or a Health Care Agent.  A fiduciary will have a lot of power and must be completely trustworthy.

When people meet with us to discuss their estate planning for the first time, they often have questions about what the various fiduciary roles entail and who to select for these roles.  For this month’s newsletter, we have prepared a short article which discusses how to select fiduciaries and the sorts of tasks each type of fiduciary role will handle.  Please follow this link to download a copy of the full article: click here.

If you have questions regarding your current fiduciary selections or think you may want to make some changes, please contact us to schedule a meeting, either by calling us at (678) 720-0750 or e-mailing Scarlett Ollila at We look forward to hearing from you.

– Richard M. Morgan & Loraine M. DiSalvo

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