Estate planning team

Each member of the estate planning team has a particular specialty. Each plays an integral role in developing a plan to accomplish the estate owner's objectives.

The attorney

The attorney should be one who specializes in estate planning. It will be the attorney's role to draft legal documents such as wills and trusts and provide legal advice.

The accountant

The accountant knows the most about the estate owner's financial affairs. The accountant can foresee and discuss the tax consequences of a suggested estate plan.

The insurance agent

The insurance agent provides expertise on ways to integrate insurance into the estate plan and how much and what type of insurance should be considered to meet the estate owner's estate liquidity and survivor income needs.

Trust officer

The trustee's duties include conserving and managing estate assets. The trust officer helps set up and maintain trust arrangements according to a trust document prepared by the attorney.

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