How to Train Your Fiduciary: They’ve Got the Title—Now Give Them the Tools

You’ve named someone you trust to make decisions for you—now help them succeed when the time comes.

Being named as someone’s Power of Attorney, Healthcare Proxy, or Executor is an honor, but it can also feel overwhelming. This seminar is designed to prepare your fiduciaries (and you) for the real-world responsibilities that come with those roles—so they’re not left guessing in a moment that really matters.

Whether you’ve already made your estate plan or are just starting the process, this session offers clarity, practical steps, and peace of mind for everyone involved.

Estate planning attorney Mark Eiland, J.D., LL.M., will walk you through what your fiduciaries need to know and how to make sure they’re actually ready to carry out your wishes.

Light refreshments will be served.

• What fiduciaries actually do—and when their roles begin

• The differences between a Power of Attorney, Healthcare Proxy, Trustee, and Executor

• What documents they’ll need and where to find them

• How to avoid common mistakes that lead to family conflict or legal trouble

• What kind of conversations you should be having now—not later

• How to make your plan easier to carry out (and harder to challenge)

• What you can do to support the people you’ve chosen to support you

• Anyone who has been named—or expects to be named—as Power of Attorney, Executor, or Trustee

• Adults working on their estate plans and wondering how to prepare loved ones

• Families with aging parents or caregiving responsibilities

• People who want to reduce stress, confusion, or conflict around future decisions

Seats are limited—reserve yours today!

Presented by Heircraft Planning

Visit heircraftplanning.com

Questions? [email protected] | (251) 398-0081

Host or Publisher Heircraft Planning LLC