Your Estate Plan is Only as Strong as the People Behind It
Choosing the right people for key roles in your estate plan—like your Successor Trustee, Powers of Attorney, and guardians—is one of the most important decisions you’ll make. These aren’t just legal roles – they are personal, emotional, and deeply rooted in trust and understanding.
At Cornerstone Legal, we don’t just create documents—we help you build an estate plan that truly supports your life, your loved ones, and your values.
If you’re unsure who the “right” person is, let’s talk it through together. We’re here to help you make decisions with clarity and confidence. Contact us at (517) 708-2222 or Katrina@CornerstoneLegalPLLC.com
Choosing Your Successor Trustee or Financial Power of Attorney (Agent)
This individual will be responsible for managing your income and expenses, protecting your property, and handling all manner of financial-related issues during your incapacity and after your passing. It is important that these individuals have similar views as you do.
Look for someone who:
- Has a similar financial mindset (spender vs. saver, cautious vs. adventurous);
- Can responsibly budget, pay bills, and manage records;
- Is capable of making sound, impartial financial decisions;
- Will communicate and cooperate with your children’s guardians, if needed.
Tip: Just because someone is “good with money” doesn’t mean they’re a good fit if their values don’t align with yours.
Choosing Your Healthcare Power of Attorney (Patient Advocate)
This individual will be responsible for making decisions about your healthcare and treatment, pain management, and possibly your living arrangements when you are incapacitated. This is a role that requires compassion, strength, and level-headedness.
Choose someone who:
- Can stay calm and think clearly under pressure:
- Listens well to medical professionals and asks good questions:
- Will keep your family informed;
- Respects your wishes, even if they differ from their own.
- Bonus: Someone with a healthcare background may be particularly well-suited!
Tip: Your Healthcare POA doesn’t need to live nearby—but they do need to be reachable and responsive.
Related: Power of Attorney Package for Young Adults
Choosing Guardians for Your Minor Children
Choosing someone to raise your children if you no longer can is likely the most emotional choice you will make in your estate plan. The “right” person is someone who shares your vision for your children’s life.
Consider someone who:
- Is close to your age—or younger—so they’ll be able to care for your kids as they grow;
- Shares your values, belief, and faith;
- Has a similar parenting style—or is open to following your wishes;
- Lives nearby, so your children’s schools and social circles don’t have to change;
- Will maintain a connection with your extended family.
Tip: You can and should leave detailed instructions to help your chosen guardian honor your wishes.
Final Thoughts: It’s Okay If This Feels Hard
You don’t have to make these decisions alone. At Cornerstone Legal, we’re here to guide you—not just in creating and executing documents, but in feeling confident that your wishes will be honored by the people you choose.
Contact us today at Katrina@CornerstoneLegalPLLC.com or (517) 708-2222 to start your personalized estate plan.
