RESOURCES & GUIDES
YOUR ROLE AS POWER-OF-ATTORNEY
So you’ve been named someone’s Power-of-Attorney… now what? There are different types of Powers-of-Attorneys and different powers that can be granted.
YOUR ROLE AS EXECUTOR
When a loved one passes, often one of the last things you want to worry about is administering their estate. However, knowing what your role is and how to perform your duties correctly will make this task less daunting.
YOUR ROLE AS TRUSTEE
A Trustee is charged with supervising assets under a trust, and have a legal obligation to administer it solely for the purposes identified in the original document. A Trustee’s duties can vary in complexity, but this guide will give you an idea of where to start!
YOUR ROLE AS GUARDIAN OR CONSERVATOR
Guardians and Conservators have different roles and duties. It’s important to understand your responsibilities and what you are expected to do for the ward.
