- by Douglas D. Wilson, CFP, CTFA


To Serve or not To Serve

This section of the book outlines the duties and responsibilities of executors and trustees. It describes the standards of conduct that apply to fiduciaries and how executors and trustees can limit their liability:

Chapter 1 - Serving as a Personal Representative and/or Trustee

  • Someone Must Be Appointed to Handle a Decedent's Affairs After Death
  • What is a Fiduciary?
  • Personal Representative (Executor)
  • Trusts and Trustees
  • Revocable Living Trusts That Terminate At Death
  • Trusts That Continue After Death
  • Irrevocable Trusts
Chapter 2 - Fiduciary Standards and Limiting Liability
  • Power to Act
  • Standards of Conduct
  • Conflicts of Interest
  • Keeping the Beneficiaries Informed
  • Serving As a Successor or Co-Fiduciary
  • Limiting Your Liability

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