When you name us in your Estate Planning Documents as your Successor Trustee, Executor, Agent (under the Power of Attorney for Finance), and Agent (under the Advance Health Care Directive), we work directly with your trusted advisors, including your Attorney and Financial Advisor to achieve your Estate Plan goals. Your attorney is welcome to contact us with questions he or she may have regarding our work. The team of professionals you have selected are important to the success of your estate plan.