Practical Estate Planning Tips Series 9 of 10

Tip #9:  Let them know

Many times I will have clients simply say that they don't want to tell their trustee about the trust or provide them information. 

In most cases I just don't understand this.  If you don't trust them then don't put them down as a trustee.  Put someone in there that you trust and provide them information so they now that they are to act.

In general I suggest providing your trustees a copy of your trust and other related documents so they will have it when they needs it.  Otherwise they may be digging through boxes, or worse the trash, looking for your trust.

Also, how are your agents suppose to help you with health and finances if you don't provide them the Power of Attorney document?  Again, if you don't trust them then don't appoint them.

Let them know!


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