Contact:
Alison Arden Besunder
212-695-8100, ext. 289
abesunder@goetzfitz.com
How Will My Agents & Executor Find My Documents If Something Happens to Me?
It is recommended that you inform your nominated agents and successor agents of the roles you have nominated them for.
We also provide our clients with “document locator” cards to give to your nominated fiduciaries. There is a place on the document locator card for you to fill in the location of your important documents (i.e., “bottom right hand drawer of my desk,” etc.). It also has a line for the name and contact information of your health care agent.
You can put the card in your wallet so that your agent can be contacted in an emergency where you might not be able to communicate.
The document locator card also contains the firm’s name and number, so that they can be reached by the agent and can transmit copies of documents where authorized by the client and when necessary.
Goetz Fitzpatrick LLP has been offering clients insightful solutions throughout the New York Metropolitan area since 1967. The firm provides its clients with expertise in the areas of Construction and Real Estate, Trusts & Estates Administration & Litigation, Commercial Litigation, Corporate, Bankruptcy, and Labor & Employment. The firm’s office is located at One Penn Plaza, Suite 3100, New York, NY 10119, Telephone 212 695 8100, info@goetzfitz.com, www.goetzfitz.com. You can learn more about Goetz Fitzpatrick on: LinkedIn | X (Twitter) | Soundcloud | YouTube | Facebook | Instagram
