Money, Trust, and Responsibility: A Fiduciary's Playbook

Deciding who should be your executor or trustee is a huge decision, and being named in someone else’s estate plan is an honor and a serious responsibility. Join Wills for the People at Money, Trust, and Responsibility: A Fiduciary's Playbook, a virtual educational event designed to help you understand exactly what it means to appoint people who will have authority to manage your affairs and what it means to be part of someone’s estate plan, how to carry out the duties confidently, and where to turn for help along the way.

Whether you’ve been appointed as a power of attorney agent, health care proxy, executor/personal representative, or trustee, or are trying to decide what to do in your own plan, this session will give you the tools and insights you need to manage your duties with care, transparency, and integrity.

What You’ll Learn

• The key duties of an executor, trustee, agent, guardian and conservator (fiduciaries) and how they differ across roles
• Tips for selecting the right people to have a power role in your estate plan
• Practicalities of managing finances, health decisions, and assets on someone’s behalf
• How to stay organized, accountable, and compliant with legal requirements
• Where to find resources and professional support when challenges arise
• What happens when you don't have the vital documents that will set you and your loved ones up for success