Episode 56
Helping Your Clients Prepare for Estate Executor Duties
Modern Financial Advisor · Truelytics
March 12, 202141m 27s
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Show Notes
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.