Cincinnati Investment Planning and Other Videos

Who should be my executor (personal representative) or trustee?

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certified financial planning

Who should be my executor (personal representative) or trustee?

Question: Who should be my executor (personal representative) or trustee?

Answer: Your executor of trustee typically is a close family member or friend. The person is responsible for making sure that they follow the document that you have prepared whether it’s your will or your trust and it’s important that you trust that person that they’re going to be responsible and carry out your wishes and are honest and reliable.


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