14h • General discussion
Executor vs. Trustee: Which Hat Are You Wearing?
One of the first things every fiduciary should understand is their actual role.
An Executor generally handles assets passing through an estate.
A Trustee manages assets held in a Trust.
You might be one.
You might be both.
And the responsibilities can be different.
Before signing documents, moving money or making decisions, know:
- Which role you are acting in
- What document gives you authority
- Which assets belong to that role
Sometimes the biggest problems start when someone acts before figuring out which legal hat they are wearing.
💬 Are you serving as Executor, Trustee, or both?
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Executor vs. Trustee: Which Hat Are You Wearing?
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