Key Roles in Care and Estate Management

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A simple guide that brings clarity to the most confusing—and most important—responsibilities in aging, caregiving, and estate planning.

When a family is facing aging, illness, or loss, one of the biggest sources of conflict and confusion is not knowing who is supposed to do what. This guide gives you a clear, side-by-side breakdown of the essential roles involved in care and estate management, so you can assign responsibilities with confidence and avoid the emotional and financial chaos that often comes later.

Each role includes:

  • Responsibilities

  • Limitations

  • When the role becomes active

  • Who serves as the backup

A simple guide that brings clarity to the most confusing—and most important—responsibilities in aging, caregiving, and estate planning.

When a family is facing aging, illness, or loss, one of the biggest sources of conflict and confusion is not knowing who is supposed to do what. This guide gives you a clear, side-by-side breakdown of the essential roles involved in care and estate management, so you can assign responsibilities with confidence and avoid the emotional and financial chaos that often comes later.

Each role includes:

  • Responsibilities

  • Limitations

  • When the role becomes active

  • Who serves as the backup