I am in the unfortunate position where I may not have an individual trustee to administrate my estate in the event of my death or disability. I have seen it written several times that there are corporate trustees who can fill this role and an online search shows that many banks, Fidelity, Schwab, Vanguard have Trust departments. Has anyone had experience with these institutions in this regard? I'd be especially interested in anyone who has experience with them executing the role of successor trustee due to incapacity of the grantor.
I am also interested in whether they can fill the role of medical power of attorney, or other companies that can. If it is relevant, I am in California.
Thanks in advance for any information provided.
I am also interested in whether they can fill the role of medical power of attorney, or other companies that can. If it is relevant, I am in California.
Thanks in advance for any information provided.
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