Do trustees need to be present for the estate planning meeting? | NC

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Q: Do the people I want to name as trustees need to be present for the estate planning meeting? A: Usually no. In a simple revocable trust plan, the people you name as successor trustees usually do not need to attend the planning meeting or the signing appointment. The main people who usually need to be there are the person making the documents, the required witnesses for the will, and a notary…