Walnut Creek estate planning attorneys, Joan Grimes and Jennifer Wallis, discuss "What to Tell Your Executor or Successor Trustee". It's important to have a plan and it's also important to make sure your people know what your plan is and where to find your important documents. in this program Grimes and Wallis will discuss the vital information your executor or successor trustee needs to have readily available, including an emergency contact sheet, legal documents like a Living Will or Advance Health Care Directive, and Financial and Estate planning documents. Practical estate planning tips are shared, and warnings are given about the costs of inaction. (2025)