Name and Fiduciary Summary
A Name and Fiduciary Summary is a convenient, non-binding reference sheet listing the individuals appointed to key roles in your estate plan. This summary identifies your trustees, executors/personal representatives, and agents under power of attorney, providing clarity on who is responsible for managing your affairs. Designed for easy understanding, it helps your loved ones quickly reference who has been entrusted with decision-making responsibilities without reviewing lengthy legal documents.
A Name and Fiduciary Summary is a convenient, non-binding reference sheet listing the individuals appointed to key roles in your estate plan. This summary identifies your trustees, executors/personal representatives, and agents under power of attorney, providing clarity on who is responsible for managing your affairs. Designed for easy understanding, it helps your loved ones quickly reference who has been entrusted with decision-making responsibilities without reviewing lengthy legal documents.
A Name and Fiduciary Summary is a convenient, non-binding reference sheet listing the individuals appointed to key roles in your estate plan. This summary identifies your trustees, executors/personal representatives, and agents under power of attorney, providing clarity on who is responsible for managing your affairs. Designed for easy understanding, it helps your loved ones quickly reference who has been entrusted with decision-making responsibilities without reviewing lengthy legal documents.