For most people, choosing an executor or trustee means choosing someone close to them – a family member or a friend. However, this often means their executor or trustee is also a beneficiary. But, will choosing a beneficiary create a conflict of interest?
Should Your Beneficiary Serve as Your Executor or Trustee?
Blog Posts, Estate Planning
Beneficiary Executor Trustee
Excerpt
For most people, choosing an executor or trustee means choosing someone close to them – a family member or a friend. However, this often means their executor or trustee is also a beneficiary. But, will choosing a beneficiary create a conflict of interest?
- Version 1.0
- Download 30
- File Size 31.11 KB
- File Count 2
- Create Date February 20, 2023
- Last Updated February 20, 2023
Download Now