What to know before agreeing to serve as executor or trustee

PEACE OF MIND

Being asked by a loved one or friend to serve as an executor or trustee for their estate upon their death can be quite an honor, but it’s also a major responsibility, and the role is not for everyone.

Serving as an executor or trustee entails a broad array of duties, and you are both ethically and legally required to properly execute those duties or face potential liability.