Have you named a Guardian and Trustee for your children? Take it a step further with some specific instructions to assist your Guardian and Trustee if they need to make decisions for the benefit of your children. Offer valuable instructions and guidance on topics such as:
School and education options
Visitation with other family members
Keep a copy of this 10-page instructional document with your Estate Plan Portfolio. Include this when you come in for your annual review of your Estate Plan so we can ensure your instructions match up with your Trust documents. Don’t have a Trust in place to protect your children? Contact us for an appointment to discuss why this is an important part of your planning.
Request your free “Letter of Instruction To My Guardian and Trustee” below: