The first step of an End of Life plan is creating that plan. Choosing the right team of people to help you orchestrate that plan when you are no longer able is the MOST essential component. But there are many factors to consider when “choosing a voice”, from the technical to the emotional.
Communication becomes absolutely essential in choosing family members to be on that team. It is a potential emotional burden to place on their shoulders and one that should be acknowledged and ASKED of them. Some family members may not be comfortable with that responsibility. Never assume that someone will be blindly willing to fill that role. Isn’t is best to find that out ahead of time?
A thoughtful and thorough plan is the first step. Having a team in place to orchestrate that plan takes careful consideration. We, at WealthEdge, understand both the technical and the emotional factors behind this and WE are here to help you, every step of the way.