The professionals who help you set up your will and trusts can be useful not only during the creation of these documents, but also later on if you want to make changes. They can be invaluable resources for your executor and loved ones when the time comes. Keep a list of the names, addresses, and phone numbers of the following professionals:

  • Your personal representative

  • Your trustee

  • The guardian for your children

  • Your attorney-in-fact

  • Your healthcare advocate

  • Your estate planning lawyer