
April 11, 2022
We recommend a Will, Durable Power of Attorney, and Healthcare Power of Attorney for a basic estate plan. In certain cases, a Revocable Trust may be appropriate. You will need to name fiduciaries under each of these documents. People often choose the same person or set of people to serve as Executor, Trustee, Power of Attorney, or Healthcare Agent. These are all fiduciary positions and similar consideration should be given to deciding who will fill each of these roles.