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 Alaina Davalos, Wealth Transfer Advisor, 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:
While all are welcome to attend our webinars, this event is designed for individuals have saved at least $500,000 for retirement. Our presenters typically speak with that in mind.
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