Estate Planning Information Sheet 2
by
ADVISORS:
A.
Local or Family Attorney (name, firm name, address and phone number):
_________________________________________________________________________________
B. Accountant (name, firm name, address and phone number):
___________________________________________________________________________________
C. Financial Planner (name,
firm name, address and phone number):
___________________________________________________________________________________
D.
Insurance Agent (name, firm name, address and phone number):
_________________________________________________________________________________
E. Personal Physician(s) (name, firm name, address and phone number):
___________________________________________________________________________________
___________________________________________________________________________________
ADVISORY COMMITTEE: You have the opportunity to name a committee of
advisors for your estate, three or five individuals (we generally recommend you
appoint an odd number so that advice might be made by a majority, if not a
unanimous, decision). Most clients choose to name three (3) close
advisors to their Advisory Committee. The purpose of the Advisory
Committee is to provide continuity for your estate administration, and to let
your loved ones know from whom you would recommend they seek advise on
financial matters and other difficult decisions that might arise from time to
time. Your Advisory Committee is also a helpful mechanism to resolve any
future family dissention, say for example, following the death of the last
parent, if the children once they attain control of their respective
inheritances become involved in a family dispute. The Advisory Committee
can resolve that family conflict in a private manner without the necessity of
dragging family business into the courts, and thereby maintain the family’s
confidentiality, and eliminate costly legal bills. Personally, we
generally ask not to be named to serve on your committee of advisors, since we
would otherwise be continuing to serve as legal counsel for your executor or
executrix during the administration of your estate. However, if you have
no other individual whom you wish to name to serve on the Committee, we will of
course honor your wishes in this regard if you wish to otherwise name us to so
serve.
Name Your
Adivsors:__________________________________________________________________
