Serving as an Executor [On-Demand Webinar]
Serving as 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. In this educational, recorded webinar, Alaina Davalos, wealth transfer advisor, and Financial Advisor Joel Cundick delve into common issues that can impact all families.