How to Serve as an Executor

Assuming the role of an executor for a loved one's estate involves navigating various responsibilities that may seem daunting, ranging from legal obligations to overseeing asset management and estate distribution. If you expect to serve in this capacity, it is crucial for you to familiarize yourself with the duties of an executor or trustee and understand the administration process. Join Alaina Davalos, Wealth Transfer Advisor, and Financial Advisor Joel Cundick as they delve into common issues that can impact all families in this educational webinar.
Throughout this session, you will gain valuable insights into:
• The roles of an executor and trustee
• Essential estate planning documents
• Decisions regarding beneficiaries and asset titling
• Often neglected but significant tax filings
• Strategies for fostering family harmony
For complimentary financial checklists, guidebooks, and other helpful resources - go to savantwealth.com/guides