{"id":915,"date":"2022-04-28T04:21:00","date_gmt":"2022-04-28T08:21:00","guid":{"rendered":"https:\/\/actec.matrixdev.net\/?post_type=video&p=915"},"modified":"2023-09-25T13:15:08","modified_gmt":"2023-09-25T17:15:08","slug":"key-roles-involved-in-an-estate-plan","status":"publish","type":"video","link":"https:\/\/actec.matrixdev.net\/resource-center\/video\/key-roles-involved-in-an-estate-plan\/","title":{"rendered":"Key Roles Involved in an Estate Plan"},"content":{"rendered":"\n
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What is a fiduciary, agent, executor, trustee, or guardian? These people have critical roles in an estate plan, and it’s essential to understand who you might need to hire and the jobs you can give to a trusted family member or friend.<\/p>\n\n\n\n

In this video, ACTEC Fellows\u00a0Emily Kembell<\/a>\u00a0and\u00a0Natalie Perry<\/a>\u00a0explain the responsibilities of each role, their importance to the planning documents, and the traits you should be looking for as you select your estate management team.<\/p>\n<\/div>\n\n\n\n

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\"\"<\/a>
Emily Kembell<\/figcaption><\/figure>\n<\/div>\n\n\n\n
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Natalie M. Perry<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

An explanation of the roles and responsibilities involved in a will, trust, or estate plan such as fiduciary, agent, executor, trustee, and 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