The Three "R's" of Estate Settlement: Responsibilities, Risks and Reward

Date: May 2023

Speaker: Robert Maxwell

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We hope you will leave with an appreciation of the risks that come with serving as an executor as well as some ways to mitigate those risks. We will also review how an executor is compensated and other best practices around delivering this high value service to your client.

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Download presentation slides here,  and the Executor Checklist here.