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.