How to Pick a Fiduciary

Choosing fiduciaries is a key part of estate planning. This video explains the roles of fiduciaries, including medical and financial power of attorneys, personal representatives, and trustees. Learn how to wisely select fiduciaries based on their expertise and availability, and why it's important to name backups. We also cover the importance of communicating with potential fiduciaries to ensure they’re willing and able to fulfill their responsibilities.

Key Topics:

• Estate planning fiduciaries
• Power of attorney
• Trustee and personal representative roles

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