Roles that guardian, trustee and an executor play


Assignment task: Please include all relevant Australian acts/legislations. Thank you in advance.

Q1. You are a social worker working with an old client who is nearing the final days of her life. The client's daughter moved back in with her to take care of her and for the past year, the daughter has been handling the client's finances and accounts, as well as accompanying her on errands, and managing the household chores. The client's son resides in different city and is giving financial assistance, with a portion of it going to your company in exchange for your services. Your client's son asserts that he is the executor of the will. He has been covering the expenses for a number of your employer's operations, including legal representation, but he is now financial difficulties. You are now being questioned by the son, who inquiries about where all of the client's funds have gone and requests you show him the records, about. How will you proceed?

Q2. Identify the roles that an Enduring Guardian, a Trustee and an Executor play. How are they assigned and what distinguishes them from one another?

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Business Law and Ethics: Roles that guardian, trustee and an executor play
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