What Are the Differences Between an Executor, Personal Representative, Trustee, Agent / Power of Attorney, Health Care Surrogate, and Guardian?

When my clients and I discuss their estate planning documents and advance directives (Wills, Trusts, Durable Powers of Attorney, Living Wills & Designations of Health Care Surrogates, and Nominations of Guardians for Incapacity and for Minor Children), I explore their wishes about who will be responsible for various roles in their estate...

What Are the Differences Between an Executor, Personal Representative, Trustee, Agent / Power of Attorney, Health Care Surrogate, and Guardian? Continue reading…