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Who should know about the Estate Plan?


It is important that your Executor and/or Trustee along with the backup person know and have a copy of these documents.  It is often a good idea to tell these people where you keep the original documents as well.  Talking to others about your estate plan can be even more uncomfortable than initially putting it together.  However, by having that awkward discussion now, it gives people a chance to understand (and hopefully honor) your wishes. There are no guarantees, but if people have the chance to understand why you are doing whatever you are doing, they are a lot less likely to be hostile towards it.

Frequently Asked Questions about Estate Planning