Do I Have to Have the Same Person?

Many estates have the same person listed as personal representative, guardian for any minor children, agent for the durable power of attorney, and successor trustee for the trust. If that one person is capable of handling the various roles, there can be an advantage to having them

Duties of a Successor Trustee/Personal Representative

Duties of a Successor Trustee/Personal Representative

What are the duties of a successor trustee or personal representative and when do they kick in? I had an interesting conversation with a woman the other day.  She had just finished her trust and had named her daughter as her personal representative.  Her daughter came to