What Your Appointment Means For You.
Someone close to you has chosen you to take on an important role within their Will or Lasting Power of Attorney.
That may sound quite formal, but in most cases there is nothing you need to do immediately. This page explains what your appointment means, why you may have been chosen, and what you may need to do in the future.
Executor
Responsible for dealing with the estate and carrying out the instructions in a Will after someone dies.
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Guardian
Chosen by a parent to care for their children if the appointment ever needs to take effect.
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Trustee
Responsible for looking after money, property or other assets held in trust for someone else.
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Attorney
Chosen under a Lasting Power of Attorney to help with important financial, health or welfare decisions.
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Considering your own planning?
Being appointed as an executor, trustee, attorney or guardian often raises questions about your own arrangements.
Who would deal with your estate? Who could make decisions for you if you became unable to? Who would look after your children? And would your assets pass in the way you intend?
If you would like to have an informal conversation about your own circumstances, you are very welcome to get in touch.