We are excited to announce the launch of our new service, the Guidance Meeting for Executors. Estate Planning involves naming multiple decision-makers such as a financial agent, health care agent, personal representative to settle your estate, and trustee to manage your trust if you choose to create one. We know that once the time comes that the decision-makers must take action, it can be difficult to know what needs to be done. For instance, a personal representative or trustee who has never settled an estate may not know what steps to take. That’s why we are offering this new service to help ensure that everyone involved in executing your estate plan is on the same page and knows what to do.
During the Guidance Meeting for Executors, Lisa Mathews, Esquire, meets with all of the agents named in a client’s estate planning documents and anyone else that the client would like to invite. Ms. Mathews will provide information and answer any questions that agents may have regarding their role in executing your estate plan. This service will help ensure that everyone involved has a clear understanding of their responsibilities and obligations, reducing the risk of misunderstandings or miscommunications down the line.
Please note that this service is an additional fee and is not included in our standard estate planning services. However, we believe that the peace of mind and security that the Guidance Meeting for Executors provides is well worth the investment.
If you are interested in scheduling a Guidance Meeting for Executors or discussing how Mathews Law can help you create your Estate Plan, please schedule an appointment. We look forward to speaking with you!