Compass & Clock Info-Tainment Podcast

Estate Planning Documents: Their importance and when they are effective

April 06, 2023 Mary Coupland/John Platt Episode 33
Estate Planning Documents: Their importance and when they are effective
Compass & Clock Info-Tainment Podcast
More Info
Compass & Clock Info-Tainment Podcast
Estate Planning Documents: Their importance and when they are effective
Apr 06, 2023 Episode 33
Mary Coupland/John Platt

In this episode, John & I talk about the common Estate Planning Documents and when they are effective, and their importance.

John Platt is the founder of Profiducia Services Inc. Profidcuia is a firm that provides fiduciary services with discretion, trust, and integrity, this could include the role of a personal representative.  John resides in Western WA for the last 30 yrs with his wife and children. He enjoys pickleball, golf, and the great outdoors.

Show Notes

In this episode, John & I talk about the common Estate Planning Documents and when they are effective, and their importance.

John Platt is the founder of Profiducia Services Inc. Profidcuia is a firm that provides fiduciary services with discretion, trust, and integrity, this could include the role of a personal representative.  John resides in Western WA for the last 30 yrs with his wife and children. He enjoys pickleball, golf, and the great outdoors.