What is an Agent for Executor?

An agent to the named executor in a Will is an advisor who the named representative can retain to carry out duties on their behalf.

This may be desirable where the named executor still wishes to be the ultimate trustee of the estate and continue to have the overriding authority to administer an estate; but:

• lacks availability to do the legwork of an administration
• has an absence of the technical expertise in specific areas of the settling of an estate
• wishes to have an independent, even-handed fiduciary bring resolution to a complex administration