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Name of Personal RepresentativeTrustee Form

Name of Personal RepresentativeTrustee Form

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aloha i am john roth an estate planning attorney and this is just ask john where i answer your estate planning questions estate planning is the process where you put together a plan to make sure your wishes are carried out in the event of your incapacity or death the documents generally include a will power of attorney advanced healthcare directive and sometimes a revocable living trust so in those documents you can appoint an agent to act on your behalf in different capacities but today our question is what is the difference between a personal representative and a trustee so in your estate plan if you have a will and a trust in your will it appoints your personal representative in your trust it appoints your successor trustee both roles are agents who make sure your wishes are carried out in a trust they can step in in the event of your incapacity and ultimately after your lifetime in a will the personal representative only has authority upon your death so when someone dies the person

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