This blog discusses the advantages and disadvantages of naming Co-Executors in a Last Will and Testament, Co-Trustees in a Living Trust, and Co-Agents under a Durable Power of Attorney or Health Care Power of Attorney, as well as the recommendations I generally make for each. For context, with virtually any fiduciary role in estate planning, a client generally has the option either to nominate a single individual to serve primarily or successively, or to nominate multiple individuals to serve together, either primarily or successively. Also important in this discussion is how co-fiduciaries are authorized to serve or act. In most … Continue reading →