WHO SHOULD OWN THE GUIDE?

IF you are named on your own, parent's, relative's, friend's or neighbor's estate plan as a trustee, you will need to know your responsibilities and have the system to successfully address the trust placed in you.

IF you are establishing an estate plan with an independent third party, bank or corporate trustee, you will want to use the guide's, "Notify-Respond-Verify" system. Make sure they get it correct.

IF you are a parent or grandparent, what gift could be more important or useful than a well drafted estate plan and a system to make it work? Give...