#PLANNEDIT®
#PLANNEDIT®
GUIDELINES FOR INDIVIUAL EXECUTORS AND TRUSTEES
Below is an informational article provided by the American Bar Association outlining a guideline for indiviual executors and trustees. If you've been named in one of these roles, you must be prepared to take on a fiduciary role to ensure the estate documents are followed and you provide pertinent information and distriubtions to the beneficiaries listed.
source: www.americanbar.org