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Estate Planning Documents: Their importance and when they are effective

Estate Planning Documents: Their importance and when they are effective

Update: 2023-04-06
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In this episode, John & I talk about the common Estate Planning Documents and when they are effective, and their importance.

John Platt is the founder of Profiducia Services Inc. Profidcuia is a firm that provides fiduciary services with discretion, trust, and integrity, this could include the role of a personal representative.  John resides in Western WA for the last 30 yrs with his wife and children. He enjoys pickleball, golf, and the great outdoors.

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Estate Planning Documents: Their importance and when they are effective

Estate Planning Documents: Their importance and when they are effective

Mary Coupland/John Platt