Helping Your Clients Prepare for Estate Executor Duties

from Modern Financial Advisor · host Truelytics

Financial advisors often help their clients with estate planning. But few help their clients prepare for the duties of becoming the executor of an estate. It's a weighty responsibility. Dan Stickel of EstateExec joins Mike Langford to share how their solution can help advisors ensure their clients are ready when the time comes to manage a loved one's estate.

Episode metadata supplied by the publisher feed · Published Mar 12, 2021

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Helping Your Clients Prepare for Estate Executor Duties

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