Chapter 5: The People Who Carry Out Your Plan

Chapter 5 of Estate Planning University covers the key roles in your estate plan—executors, trustees, guardians, and power of attorney agents—and how to choose the right people.

By Maya Powers

Estate Planning Content Expert, Trust & Will

This is Chapter 5 of Estate Planning University. | ← Chapter 4 | Chapter 6 →

Your estate plan is a set of legal documents—but ultimately, it's carried out by people. The executor who settles your estate. The trustee who manages assets on behalf of your beneficiaries. The guardian who raises your children. The person you've named to make medical and financial decisions if you're incapacitated.

Choosing the right people for these roles is one of the most important decisions in the entire estate planning process. This chapter helps you understand each role, what it entails, and how to make these choices thoughtfully.

📌 Start Here

The People Who Carry Out Your Plan

An overview of all the key roles in an estate plan—executor, trustee, guardian, and power of attorney agent—and what each person is actually responsible for.

Core Reading

Guardianship Meaning: A Complete Guide to Legal Guardians

If you have minor children, naming a guardian in your will is one of the most critical decisions you'll make. This guide explains what legal guardianship means, who can serve, and how to choose wisely.

Complete Guide: What Is an Executor and What Do They Do?

The executor is responsible for carrying out the instructions in your will after you die. This article explains everything they're expected to do, and what to look for when choosing yours.

What Is a Trustee? Trustee Duties and Responsibilities

A trustee manages trust assets on behalf of your beneficiaries—sometimes for years or decades. This article covers the full scope of trustee duties and what qualities make someone a good fit for the role.

Go Deeper

Pet Guardianship—How to Ensure the Best for Your Pet

Your pets can't be beneficiaries under the law, but you can still plan for their care. This article covers your options for protecting your animals, including pet trusts.

Why Choose a Professional Successor Trustee? Understanding Your Options

Many people name a family member as trustee, but that's not always the best choice. This article explains when and why a professional successor trustee might be worth considering.

What Are the Different Types of Power of Attorney?

Not all POAs are the same. This article breaks down the different types—general, limited, durable, springing, and healthcare—and explains when each one applies.