Assuming the role of an executor for a loved one's estate involves navigating various responsibilities that may seem daunting, ranging from legal obligations to overseeing asset management and estate distribution.
If you expect to serve in this capacity, it is crucial for you to familiarize yourself with the duties of an executor or trustee and understand the administration process.
Join Savant's wealth transfer advisor, Alaina Davalos and financial advisor Joel Cundick as they delve into common issues that can impact all families in this educational webinar.
Throughout this session, you will gain valuable insights into:
Serving as an executor can be overwhelming. Get the information you need to help fulfill your duties with confidence.
While all are welcome to attend our webinars, this event is designed for individuals who anticipate having at least $500,000 in investable assets within the next year. Our presenters typically speak with that in mind.
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Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. That’s Wise Counsel by your side.