“Kavesh, Minor & Otis has worked with my wife and I on numerous aspects of our estate planning, including our Living Trust, irrevocable insurance trust and IRA Inheritance Trust with which we were comfortable that we had done the most for ourselves and for our heirs. The missing piece for our heirs was a track to run on once we were not here to give them direction.
The answer to our concerns came when we purchased your new Successor Trustee Manual in 2006. After reviewing the manual, we met with our four children and went through each of the 24 chapters with them. They came away from that meeting with a full understanding of our wishes, their responsibilities as successor trustees, and an organized plan of action to follow. It also turned out to be extremely beneficial to each of our children in recognizing their need to get their own estate planning updated, organize critical documents and spend more time planning for their future and their children.
It isn’t often we’ve taken so much pride in purchasing a manual, but you have produced a sure winner that does a very thorough job. It’s like putting the icing on our estate planning cake. Thank you for your creativity, organization, and concern for your clients.”Don & Carol P.