Guidance for Trustees, Executors, and Personal Representatives
A fiduciary is someone legally responsible for managing property, decisions, or legal duties for another person, estate, trust, or group of beneficiaries.
Common fiduciary roles include:
- Trustee
- Executor
- Personal Representative
- Administrator
- Agent under a Power of Attorney
These roles come with legal duties, deadlines, communication requirements, and potential personal liability if handled incorrectly.

