Filling the Roles: 6 Types of Fiduciaries in Your CA Estate Plan

As part of the process for creating an estate plan in Orange County, you will need to make several important decisions. One important choice that you will be faced with is to name an individual to serve in a role that helps your estate plan to be carried out. Different individuals may be better suited for the various roles. Fortunately, an experienced Orange County estate planning lawyer can help guide you through the process of choosing the right people to fill these responsibilities.

What types of roles will need to be filled? The following is an overview:

  • An executor. This is the individual responsible for carrying out your wishes as outlined in your will.
  • A trustee. This is the individual in charge of administering your trust in the event that you become incapacitated or pass away.
  • An agent to make health care decisions. This is the person who will decide whether to perform certain medical procedures and other questions relating to your health care in the event that you are incapacitated.
  • An agent to make financial decisions. This individual will have the ability to act just as you would with regard to your financial affairs. 
  • A guardian to raise your minor children.
  • Successor executors, trustees, agents, and guardians in the event that your original choice is unable or unwilling to serve.

Considering who to name as your fiduciaries is just one part of the estate plan creation process in California. To learn more about what you can expect, view our free guide, The Ten Things You Must Know Before Creating (or Amending) your Will or Trust. For personalized guidance geared towards your unique situation, however, contact the experienced Orange County estate planning attorneys at the Law Office of James F. Roberts & Associates, APC. Call our office today at (714) 459-5481 for a consultation.

James F. Roberts
Founder and owner of the Law Office of James F. Roberts and Associates, a premiere estate planning law firm
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