You have an important role to play!
Someone trusts you an awful lot.
Your family member or friend has included you in his or her estate plan. Now what? What are you supposed to do? What is expected? What do you have to know? What if you screw it up?
Don't worry! On this page, the Esquire lays out the basics for you so you can fulfill your role as you were meant to.
Scroll down to learn more about the various role or roles you have been asked to fulfill. Bookmark this page and come back often for updates or to refresh yourself about your role.
Also, when you fulfill roles for the Esquire's clients, you get some additional rewards. Read about the rewards you can receive further down the page.
Download a pdf summary of All Roles
Trustee or Successor Trustee
Watch this video to learn about being a Trustee.
Click below to access the statutes describing trusts and the duties of a Trustee in Washington or Utah.
Personal Representative
Watch this video to learn about being a Personal Representative (sometimes called an Executor).
Click below to access the statutes describing the probate process and the duties of a Personal Representative in Washington or Utah.
Agent for Power of Attorney
Watch this video to learn about being an Agent for someone's Power of Attorney.
Click below to access the statutes describing power of attorney and the duties of an Agent in Washington or Utah.
Agent for Healthcare
Watch this video to learn about being an Agent for someone's Healthcare.
Click below to access the statutes describing Advance Healthcare Directives and healthcare representatives in Washington or Utah. (See the power of attorney statutes (above) for the statutes describing the duties of an Agent specifically for healthcare in Washington—RCW 11.125.400.)
Guardian
Watch this video to learn about being a Guardian.
Click below to access the statutes describing guardianship and the duties of a Guardian in Washington or Utah.
Temporary Guardian or First Responder
Watch this video to learn about being a Temporary Guardian or First Responder.
Click below to access the statutes describing the temporary guardianship and the duties of a Temporary Guardian or First Responder in Washington or Utah.
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Provide your name and email address to get regular information about your roles and estate planning in general. Helpful information about protecting your family, your children, your assets, and setting things up right so that your plan works when you need it to.
The Esquire's Reward to You for Fulfilling a Role
Learn. Save time. Save money. Avoid ruin.
Save $1,000
Waive the $750 fee for a Family Wealth Planning Session | Save $250 on Your Own Plan
In a Family Wealth Planning Session, you learn all about the estate planning process. You learn what the law's default rules are for you and your family. The Esquire reviews YOUR circumstances and teaches you what to expect for the future. He then lays out a variety of options for you to choose from in determining what is best for YOU given your unique situation.
A Family Wealth Planning Session usually costs $750. But because you are fulfilling a role in one of the Esquire's client's estate plans, the Esquire will waive the fee IF you agree to do two things:
- Complete a Wealth Inventory & Assessment in advance of your Family Wealth Planning Session; and
- Keep your appointment (or reschedule with at least 72 hours notice).
The real value of a Family Wealth Planning Session is the education you receive so you can make informed decisions for your family. You may decide you don't need an estate plan, but if you decide you do need or want to put a custom plan in place, then you will save $250 off your plan because you are fulfilling a role for one of the Esquire's clients.
You have nothing to lose and everything to gain. Click the button to schedule your Family Wealth Planning Session and save $1,000 now.