What is a “Trusted Advisor”? In the event that you or your heirs are in need of help by your Trusted Party, your Advisor(s) might be helpful to them in turn. Presumably a Trusted Advisor might know why, or where, or when, or intentions.
These advisors could be an Attorney, an Investment Advisor, an Agent or a friend. A relative could be in that category…almost anyone that you feel might contribute to the situation on your behalf.
We will send a message that he/she has been nominated for the role. There will be an annual renewal of that position.