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Dealing with Banks, Insurers and Other Institutions

It is always best to have your affairs put in order so that your attorneys or estate administrators will be able to easily deal with your banks, insurers and other institutions. Whether you are a beneficiary, a trustee, or a testator we will assist you with the legal requirements for dealing with regulated institutions like banks, trust companies and insurers. For example, we can help resolve issues arising from beneficiary designations or bank specific powers of attorney.

Contact one of our lawyers for more information.