Does anyone have a successor fund advisor form that they could share? This would be a form that a fundholder would complete to make clear their wishes should they pass away. And what is your process for collecting them?
Greetings all! We live in an earthquake/tsunami hazard zone on the south coast of Washington (state), and are updating our emergency planning for major events. And looking at corporate succession plans--what if our community vanishes, most of us die, and all that is left is the CS database and cloud based records? Anyone…
