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In this video, I’m sharing a major mistake I see in DIY estate plans—no backups for executors or trustees. As an estate planning attorney, I can’t tell you how often families are left scrambling because the person named in the will or trust can’t serve. No alternate. No plan B. That’s a huge problem. If you’ve created a DIY will or trust—or are thinking about it—make sure you understand why naming successor trustees and backup executors is critical. I’ll walk you through how to avoid probate del
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In this video, I’m sharing a major mistake I see in DIY estate plans—no backups for executors or trustees. As an estate planning attorney, I can’t tell you how often families are left scrambling because the person named in the will or trust can’t serve. No alternate. No plan B. That’s a huge problem. If you’ve created a DIY will or trust—or are thinking about it—make sure you understand why naming successor trustees and backup executors is critical. I’ll walk you through how to avoid probate del
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