top of page
The Three "R's" of Estate Settlement: Responsibilities, Risks and Reward
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.
Speaker: Robert Maxwell
Date: May 2023
Download presentation slides here, and the Executor Checklist here.
bottom of page