Final Bills – We thought of that too!
THE SILENT PARTNER PROVISION ENSURES SEAMLESS PAYMENTS WHEN YOU PASS
One of the reasons you created your Life Plan was to ensure things are easy for your family when the time comes for them to execute your wishes. So, it’s only natural that one of the most frequent questions we receive is whether your Trustee will have the ability to pay your final expenses (e.g., your final bills, your funeral expenses, etc.). If this question has been plaguing you, allow us to ease your mind. Your Trustee won’t have to pay those expenses out of their own pocket. Not only is the Trustee required to pay your final expenses before making any distributions to your beneficiaries, but the Silent Partner Trustee
provision that we recommend to all of our clients also makes your Trustee’s job that much easier!
When you have a Silent Partner Trustee, you’ll never have to serve as Trustee alone. That means you’ll always have a safety net (someone who has the immediate authority to step in to help you) during your life if you have an emergency. It also means that your Trustee will be able to pay your final expenses out of your bank accounts without having to wait for a Death Certificate. This is just one of the ways that your Trust protects you in both life and death.
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belonged to our family, and we made it official by formally adopting him. His name is Ouija, and he’s one failure I’ll never regret.
One of my favorite things about this adventure (besides my new family members) has been bonding with all of my coworkers over our love of animals. In honor of Adopt a Shelter Dog Month, I thought it would be fun to share the Pets of Preston. But we love all animals, so we couldn’t limit it to dogs. I hope you enjoy all of these photos as much as I do!
Jessica Wilcox, Concierge - Chloe and Penny - Potter League for Animals, Rhode Island
Jessica Giuliani, Attorney – C.C from San Diego Humane Society and Parker from Helen Woodward Animal Center
P.S. If you’re interested in learning more about DMDR, please visit DMDR.org.
Amie Keller, Word Processing – Ira
–Jennifer Knight
Nicole Yeomans, Concierge – Diego & Chico from Del Mar Dog Rescue, Roxina from Poway family
Tiffany Main, Word Processing Department Head – Roger from Del Mar Dog Rescue
Shelley Steffenhagan, Notary – Beastie, Belle & Rona
Jesa De Leon, Attorney – Balto, Gordie & Jax
2 PrestonEstatePlanning.com
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