# Why saying yes to serving as agent under a POA can backfire

Page: https://stenobird.com/podcast/the-death-readiness-podcast-not-your-dad-s-estate-planning-podcast-7159546/why-saying-yes-to-serving-as-agent-under-a-poa-can-backfire
Text version: https://stenobird.com/podcast/the-death-readiness-podcast-not-your-dad-s-estate-planning-podcast-7159546/why-saying-yes-to-serving-as-agent-under-a-poa-can-backfire.md
Podcast: [The Death Readiness Podcast: Not your dad’s estate planning podcast](https://stenobird.com/podcast/the-death-readiness-podcast-not-your-dad-s-estate-planning-podcast-7159546)
Published: 2026-04-07T10:00:00+00:00
Episode link: https://the-death-readiness-podcast-3d003d68.simplecast.com/episodes/why-saying-yes-to-serving-as-agent-under-a-poa-can-backfire-TJnYPq_l
Audio file: https://cdn.simplecast.com/media/audio/transcoded/78175b93-f951-4b3f-afe8-fccb493fbe8a/0e27cd12-662f-4532-9a6f-710f915eb156/episodes/audio/group/b295e510-e69d-44c2-a241-9cc29d9bf298/group-item/b584005d-6205-46f5-b383-1a71116fc81f/128_default_tc.mp3?aid=rss_feed&feed=9aWoHapT
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JSON: https://stenobird.com/v1/public/podcasts/the-death-readiness-podcast-not-your-dad-s-estate-planning-podcast-7159546/episodes/why-saying-yes-to-serving-as-agent-under-a-poa-can-backfire
Duration seconds: 1010

## Resource

Agreeing to serve as an executor, trustee, or agent under a power of attorney often feels like the right thing to do but it’s also one of the most overlooked risks in estate planning. In this episode, Jill flips the perspective and walks through what you need to evaluate before you say yes to a fiduciary role in someone else’s estate plan. From compensation and liability to knowing when to step in and how to step out, this episode highlights the gap between estate planning documents and real-life execution. Because a well-drafted estate plan only works if the people named in it are set up to succeed.

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## Transcript

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