EPISODE · Mar 12, 2021 · 41 MIN
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.
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Helping Your Clients Prepare for Estate Executor Duties
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