Colorado Estate Planning Blog

Monday, September 10, 2018

Your Estate Plan’s Cast of Characters

Each estate plan has a “cast of characters”—the agents or fiduciaries who will be responsible for making decisions when you are no longer able to. Your estate plan’s success depends on this cast of characters so it is essential to ask yourself the following questions:

  • Do you understand each of the roles available, such as executors, successor trustees, healthcare agents, or trust protectors?

  • Are you certain that you have chosen the best people for these roles?

  • Is there a role that you struggle to fill because you don’t know anyone who would be a good fit?

  • Have you named backups to serve if the first, second, or third choices are unavailable when needed?

  • Do you regularly review your cast of characters to ensure that your choices still reflect your wishes?

To learn more, please call (303) 984-9900 or click HERE to register for our FREE Estate Planning 101 class on

Tuesday, September 18th at 10:00 a.m. in Lakewood 

All attendees will receive a FREE Estate Planning Deficiencies Check-Up!

Sommers Law Group, LLC assists clients throughout Denver, Jefferson County, and Arapahoe County, Colorado.

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390 Union Boulevard, Suite 280, Lakewood, CO 80228
| Phone: 303-984-9900

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