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Help your clients choose the right executor, administrator, or personal representative for their wills.
An untrustworthy executor can foil even the most well-designed estate plan. Use these guidelines to help your client select a reliable executor—one who will assure that assets pass to their rightful heirs.
Save time, reduce costs, and increase privacy by avoiding probate proceedings.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025