Part 2: A Checklist for Advisors – Maintaining the Quarterback Role Before, During, and After Death

$25.00

Legal, financial, tax, and other advisors are often overwhelmed by the process of settling an estate, especially when it includes real estate.  Not only is it an incredibly emotional time for the trustee and/or beneficiaries, but there is often conflict, assets, and issues to consider that no one expected to arise.  Join Jeff and Kate as they share a checklist of how you can offer invaluable insights and advice for your clients and help them potentially prevent some of those issues through proper planning/preparation, creating a great collaborative team, and easing the trustee’s burden after death.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Jeff Kim and Kate Langmore, Esq.

Want a discount? Become a member by becoming a Basic or Premium member.

Description

Legal, financial, tax, and other advisors are often overwhelmed by the process of settling an estate, especially when it includes real estate.  Not only is it an incredibly emotional time for the trustee and/or beneficiaries, but there is often conflict, assets, and issues to consider that no one expected to arise.  Join Jeff and Kate as they share a checklist of how you can offer invaluable insights and advice for your clients and help them potentially prevent some of those issues through proper planning/preparation, creating a great collaborative team, and easing the trustee’s burden after death.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Jeff Kim and Kate Langmore, Esq.