BENEFICIARIES & EXECUTORS: A FINANCIAL GUIDE
This new guide is a supportive, practical resource for navigating the personal and financial responsibilities created by the death of a loved one. Written for family members, beneficiaries, and estate executors, the guide takes you step-by-step through your new roles and responsibilities.
The guide features to-do lists, tips for avoiding errors and complications, and definitions of key terms.
Topics covered include:
Handling the initial days
Creating and settling an estate
Duties of executors and trustees
The guide is an ideal resource for the clients of financial advisors, lawyers, and accountants as well as those offering end-of-life services, and can be customized for your organization. Discounts are available for bulk purchases.