McCreary Law Office always recommends that you sit down with anyone you want to name as an agent or an executor and ask if they are willing to take on this task.
As for talking with your children or other potential beneficiaries, the decision of how much to tell them will vary with each family.
At the very least, it is important that whoever will be in charge knows where you keep your plan and how to access it.
McCreary Law Office offers family meetings for families who would like to have the attorney explain estate planning to those involved.
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