If you got a phone call tonight saying one of your parents could no longer manage their own affairs… Would you know where to find: → Their Power of Attorney? → Health Care Proxy or advance directive? → Will or trust? → Insurance information? → Financial account information? → The name of their attorney? How would you score yourself? A — I know exactly where everything is B — I could find most of it C — I know approximately nothing 😬 D — We really need to have this conversation No judgment. This is exactly the kind of thing that is much easier to figure out BEFORE anyone needs it.

If an attorney or courthouse tells an executor: “We’re waiting for Letters…” They are probably NOT talking about something arriving in an envelope from Grandma. 😄 “Letters” is a term commonly used for the court-issued document showing that someone has been formally authorized to act for an estate. You may hear: → Letters Testamentary → Letters of Administration → Letters of Authority → Letters of Appointment The terminology varies by state. And this is one reason a bank may say: “We need your Letters.” What estate-planning or probate word completely confused you the first time you heard it?

Your mother dies and names you executor. The next morning, your brother texts: “Dad always said I could have his truck. I’m coming over to get it.” What do you do? A — Give him the truck because everyone knows Dad wanted him to have it B — Ask all the siblings to vote C — Tell him nothing is being distributed yet D — Hide the keys 😂 E — I genuinely have no idea Drop your answer below. I’ll come back with the principle behind it.

Our first Trustee School Active founding membership window is officially closed. And I want to say thank you. Three members decided to take the leap and become our very first Trustee School Active Founding Members — including our first annual member! That may sound like a small beginning, but to me it’s a pretty exciting one. Trustee School started as an idea: what if the people we name as executors, trustees, health care agents, and agents under Power of Attorney actually had somewhere to learn what these jobs mean before they’re suddenly expected to do them? Now we’re building it. Trustee School Essentials remains completely free, and nothing changes for our Essentials members. Trustee School Active is also officially open at its regular membership rate for those who need the deeper roadmaps, resources, courses, and monthly Office Hours. Mostly, though, I just wanted to mark the moment. Our first founding group is here. Now we keep building. ⚖️