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With the experience and resources to provide intricate individual and charitable depends on, we can act as: Trustee or executor, offering a full-range of fiduciary property management and management solutions; Co-trustee or co-executor, with a person of your choosing; Representative, allowing you, or the person appointed, to regulate investment decisions and discretionary circulations, while getting support from Bank of America.

The last thing that anybody needs when an emergency or end-of-life circumstance develops is to discover that the plans they or their member of the family made are not legally binding, do not do what is needed in a time of crisis, or uncover that the papers mandate actions that are not wanted or required.

An estate planning legal representative can help you with organizing your personal and company records such as: Brokerage Firm Accounts, Retired Life Program, Cost Savings and Monitoring Accounts, Insurance Coverage, Company and Bookmarks Partnership Interests and Debt Personal Effects.

The term executor" is consisted of within the term individual agent." An executor is an individual particularly named in a will who is in charge of distributing the genuine and personal property of the deceased to the will's beneficiaries.