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Estate Plan Express Smart Tip - Co-Guardians and Other Co-Fiduciaries |
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When a client wants to name co-guardians in his Will, does your form easily allow you to specify whether either or both of the co-guardians can serve alone? Often, our client wants to name a family member and the family member's spouse as co-guardians. What if one of those people dies or they get divorced? When we ask our client that question, sometimes the client wants them to serve as co-guardians only if they are acting together, sometimes the client says one can serve alone and the other can't, and sometimes the client says neither can serve alone. Each of these answers takes some special drafting.
With Estate Plan Express, you will be reminded to specify which co-guardians can serve alone, and with the click of a button, you can easily customize your client's co-guardians selection. The same is true for co-executors and co-trustees - just the click of a button and your document is automatically customized.
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