Distinguish executor, trustee, agent under power of attorney, and lawyer responsibilities.
Sort each task to the fiduciary role that usually owns it. Agent under power of attorney Personal representative or executor Trustee Lawyer or counsel Pay principal's utility bill while principal is alive but incapacitated Open probate estate and gather individually titled assets after death Invest and distribute assets already titled in the revocable trust after death Explain duties and prepare court filings within the engagement Use POA authority to sign a care-facility contract during lifetime Send statutory notices to probate beneficiaries after appointment Keep trust accounts and report to qualified beneficiaries Decline to hold estate funds in a personal operating…
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