Can CBAPs Act as Agent for an Executor? Read This Before You Say Yes
Think helping with a deceased estate is just “admin work”? Think again. A recent High Court ruling made it crystal clear: unless you're legally authorised, acting as an agent, even under a power of attorney, could land you in hot water. In this case a would-be estate assistant learned the hard way that titles don’t matter, but functions do. If you’re a CBAP or accounting pro, this is the case you need to know about.