Executor Duties; Do your clients executors know what they have signed up for?
Very few executors know much about the estate settlement process. As advisors we have opportunity to bring together clients and their executors to take them through the process and duties of being an executor.
For our clients it helps them better understand what’s involved in settling an estate and what we as their trusted advisors can do to support their executors through the process.
For our clients executors it will outline the steps of an estate settlement and explain the duties of an executor which will give them a greater sense of comfort and confidence
For advisors we have an opportunity to WOW our clients assuring them that you are dedicated to seeing that their estate wishes will be carried out smoothly and as intended. It creates an opportunity for you to not only strengthen your bond with your client but also develop a new relationship with the individual(s) that your client has named as executor(s) and earn new business