Episode 19:2 Attorney Scott Weaver on the importance and mechanics of estate planning

Scott Weaver, JD, describes the specific documents associated with financial and medical estate planning. Learn the specific roles these documents play and how to infuse them with your core values.

About Scott

Scott Weaver, JD, serves as Willow Street’s general counsel and Chief Fiduciary Officer and Pathstone’s Chief Fiduciary Officer, Scott participates in the overall management of the firm on the Board of Directors and advises the firm on legal matters. Scott leads Willow Street’s Legal and Compliance team and works closely with the Client Strategy and Client Integration teams. Scott is a resource for client families and their advisors and serves as a director and committee member for client private trust companies. Scott also serves as Chair of the Willow Street Trust Company of Wyoming, LLC Trust Committee.

Scott holds a BA in Mathematical Economics from Colorado College and a JD from the University of Colorado Law School. Scott is an avid outdoorsman and enjoys fly angling, skiing, and cycling throughout the Mountain West.

Key Takeaways

• Estate planning is planning for what happens to you, your family, and your assets as you age, often reflected in a suite of specific documents.
• Everyone can benefit from an estate plan. Often, we have more assets than we realize.
• Estate planning can be intimidating because it requires you to confront your own mortality.
• It’s easier to revise than to reinvent. Begin working on these documents when you are younger and have energy, then adjust as circumstances change throughout your life.