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Should your lawyer be the fiduciary (trustee or administrator)? - Estate Planning in San Luis Obispo

Should your lawyer be the fiduciary (trustee or administrator)?

Schedule an Appointment Now Potential Challenges for Attorneys Acting as Fiduciaries in Estate Plans The attorney who drafted your estate plan could also assume the role of the fiduciary of a trust or administrator of a probate estate. There is no rule or law against it. However, most attorneys are wary of this arrangement and, … Continue reading Should your lawyer be the fiduciary (trustee or administrator)?