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4994 Lower Roswell Road NE, Suite 4, Marietta, GA 30068


Phone:  770-971-9141



May/June 2022

The Name Game

The Name Game

A will specifies who should receive your assets when you die. But that’s not its only purpose. A will also names someone to settle your estate, as well as someone to care for any minor children you leave behind.

Your Personal Representative
The person (family member or professional) who serves as your personal representative (formerly known as an executor) has a time-consuming job. Some tasks include:
  • Executing your will

  • Obtaining copies and distributing the death certificate

  • Identifying and paying creditors

  • Collecting and distributing assets

  • Keeping records of all payments, deposits, and distributions and sharing that information with heirs

  • Filing final tax returns

Your Child's Guardian
The person you choose as guardian will make legal decisions on your child’s behalf. He or she will be responsible for your child’s personal care, medical and financial needs, and education. When naming a guardian, consider your child’s feelings and relationship with the person you appoint.


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Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Advisory Services offered through Incompass Financial Partners, LLC. Incompass Financial Partners, LLC. is not affiliated with Triad Advisors, LLC.
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