Free Webinar: POAs and Executors and Trustees... Oh, My!

What Exactly Are These Fiduciary Roles?
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If you are choosing or will be serving as a fiduciary such as a POA, executor or trustee, you probably have a lot of questions – and maybe even some confusion about who does what. Well, there is a lot to know!

In this webinar, Attorney Jeff Rivard explains the responsibilities of a POA, executor and trustee and provides an overview of each of these important, but sometimes, misunderstood fiduciary roles.

What else will you learn from this webinar?

  • Is a POA agent and an executor the same thing?
  • Can a POA agent also be my trustee?
  • What are the differences between each role?
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  • What are the powers and limitations of a POA, executor and trustee?
  • Can multiple people be named in each role?

Want to listen to this webinar? Just fill out the form to the right!