Helping Your Clients Prepare for Estate Executor Duties episode artwork

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.

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

Embed this episode

NOW PLAYING

Helping Your Clients Prepare for Estate Executor Duties

0:00 41:27

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Modern Financial Advisor?

This episode is 41 minutes long.

When was this Modern Financial Advisor episode published?

This episode was published on March 12, 2021.

Can I download this Modern Financial Advisor episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!