When naming Trust Experience to serve as trustee or successor trustee, it is important to identify the individual fiduciaries rather than simply naming Trust Experience, Inc.
This approach helps provide continuity and ensures there are licensed professionals available to serve according to the terms of your estate plan.
Recommended Trustee Designation
Please name the following individuals:
Linda H. Boes, LPF
Licensed Professional Fiduciary
California License No. 1599
and
Monique Nevarez, Esq.
Independent Trustee & Fiduciary
These individuals should be named together rather than naming Trust Experience, Inc. as the trustee.
Why Are Both Individuals Named?
One of the founding principles of Trust Experience is continuity.
By naming both Linda H. Boes and Monique Nevarez, your estate plan is designed with continuity of service in mind. Should one fiduciary become unavailable or unable to serve, another experienced professional within Trust Experience is already identified in your documents, helping provide a seamless transition and reducing the need for future amendments.
Our goal is to provide long-term stability and professional fiduciary services for you, your family, and your trusted advisors.
Working With Your Estate Planning Attorney
If you’re creating or updating your estate plan, we encourage you to share these naming instructions with your estate planning attorney. If your attorney has any questions regarding trustee designation or our fiduciary services, we’re happy to work directly with them.
Questions? Contact Trust Experience to learn more about naming an independent trustee.