Helpers Resource Portal

Have you been asked to act as someone’s Helper? 

Are you an Agent, an Executor, a Trustee? Do you know what your role is?

One of our goals at Caldwell Law is to help our clients (and their Helpers)

answer “Yes!” to our four questions:

1. Do I know what my estate plan says?

2. Will my plan take care of me and my beneficiaries in the way I want?

3. Are all of my assets titled in a manner that is consistent with the terms of my plan?

4. Do my “Helpers” understand their responsibilities?

Click below to help you answer “Yes!” to question #4.