Decision-makers

Name the people who can help with finances, health care, and carrying things out. Backups matter because availability changes.

Helpful progress

0 of 5 roles named

If the helper entering this section is also a major beneficiary or proposed agent, the app should recommend independent attorney review.

Independent executorThe person who should carry out the will and handle probate tasks.Backup executorA second choice if the first person cannot or should not serve.Financial agentSomeone trusted to help with money, bills, and property if the owner cannot.Medical agentSomeone trusted to speak with doctors and make medical decisions.Disposition of remains contactThe person who should handle burial, cremation, funeral, or remains instructions.

Plan owner privately confirmedThe plan owner privately confirmed these role appointments and says no one is pressuring them.

Review plan