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Helping Your Clients Prepare for Estate Executor Duties
Manage episode 287259787 series 2444271
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.
103 에피소드
Manage episode 287259787 series 2444271
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.
103 에피소드
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