Ten Estate Planning Mistakes To Avoid – Episode 2 – Not Hiring the Right People

In this video series, attorney Joel Beck discusses ten mistakes you want to avoid in your estate planning. In this episode 2, Joel discusses the mistake of not “hiring” the right people to serve in important roles such as executor, trustee, guardian, healthcare agent, and attorney in fact (agent under a power of attorney). But how do you determine who should be your executor? How do you choose people to serve in these roles? As Joel explains, you need to treat this as if you are hiring someone for a job, because that’s what you are doing. So, you need to reflect on a candidate’s temperament, skills and abilities, as well as their capacity to serve. Those people who view these roles as an “honor” and don’t want to leave anyone without a role to serve may find themselves with problems down the road.

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