Experience with a Fiduciary?
My husband and I are investigating whether to engage a private fiduciary, to be named in our estate plan to manage our assets after we both croak (which we hope will not happen very soon!). We are concerned that our two adult children might have conflict if one of them is named executor / trustee and the other is not.
Our attorney has given us a list of potential fiduciaries. Have any BPN families had experience with any of them?
We are open to other recommendations as well.