Live Webinar

February 4, 2026 | 1:00 PM Central

Taking on the role of executor for a loved one’s estate involves managing legal responsibilities, overseeing assets, and distributing the estate. If you expect to serve in this capacity, you need to understand the duties of an executor or trustee and the administration process. Join wealth transfer advisor Alaina Davalos and financial advisor Joel Cundick in this educational webinar as they explore common issues that affect families.

You will learn about:

The roles of an executor and trustee
Essential estate planning documents
Decisions regarding beneficiaries and asset titling
Often overlooked tax filings
Strategies for fostering family harmony

While all are welcome to attend our webinars, this event is designed for individuals who have saved at least $750,000 for retirement. Our presenters typically speak with that in mind.

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Savant By the Numbers

17K+

Clients Served

1986

Year Established

47

Savant Offices*

238

Employee Member-Owners

$39.6B+

Client Assets - AUM & AUA**

*As of 1/6/2026. **Client assets (as of 12/31/2025) refers to client assets under management (AUM) $38.1b and client assets under advisement (AUA) $1.5b.

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