Episode 33
Estate Planning Documents: Their importance and when they are effective
Compass & Clock Info-Tainment Podcast · Mary Coupland/John Platt
April 6, 202329m 25s
Audio is streamed directly from the publisher (buzzsprout.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
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.