If you want a financial account maintained a certain way, can a will dictate how that account is handled over the course of several years, or is a will primarily for a one-time action?
More specifically, I want to setup criteria for when portions of the funds from the account can be distributed, and portions might not be distributed for several years.
More specifically, I want to setup criteria for when portions of the funds from the account can be distributed, and portions might not be distributed for several years.