Tag: Professional Advisors

Executors Who Are Professionals Need This Checklist

You are a professional and your client asks you to be their executor. What do you need to know before you say ‘yes’? I identified the top 10 questions you should ask to protect yourself. 1. Are you ready to transfer your professional, impersonal relationship into a…
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Use the Executor Mantra to Reduce Stress

Being an estate executor is stressful. Many people feel overwhelmed when suddenly they must take charge of an estate. You can easily make mistakes before you understand what’s involved. But now I can show you a new, stress-free way to succeed as an executor. Of course, you…
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