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Will I need to name anyone other than an Executor in my estate plan?

April 11, 2022
John A. Cocklereece, Jr. Travis Woolen

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.

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About the Authors

John Cocklereece headshot

John A. Cocklereece, Jr.

John Cocklereece concentrates his practice on property tax appeals, business law, tax controversies, and estate planning and administration.
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Attorney Travis Woolen

Travis Woolen

Travis joined Bell, Davis & Pitt as a trusts and estates attorney shortly after graduating from the University of North Carolina School of Law. Prior to joining Bell, Davis & Pitt, he worked as a loan officer at a financial institution in Raleigh for several years.
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Estate Planning

What is an Estate Plan?

June 16, 2021
Travis Woolen John A. Cocklereece, Jr.
Estate Planning Blog
It is a fact of life that we are all going to die. And when we die, we are gone forever. However, the property we owned remains, as do our families and friends. We cannot avoid death, but we can plan for it. All of the property we own at our death comprises our “estate.” In essence, an estate plan is a set of actions we can take during our lives in anticipation of our inevitable deaths and estates we will leave behind.