Guest Expert: Liz O'Neil. Esq.,In this webinar estate planning attorney Liz O'Neil talked about the key responsibilities that an executor or executrix (the terms are interchangeable, with "executor" being gender-neutral) as...
Trusted by 1000+ Financial Advisors
Unlock Unlimited Expert Webinars
Get Full Access to 100+ Sessions at $19/month
Subscribe NowDiscussions & Comments
A few comments from listeners when they were asked what the learned from the webinar:
Good list of vocabulary and did not know that Federal Student Loans were forgiven for the deceased.
- Marian J.
Happy to understand more about Ancillary Probate process and that holding property in trust is a good idea. Some attorneys do not favor this concept.
- Michelle L.
Creating a checklist of steps taken by an Executor is tremendously beneficial to share with clients or utilize oneself
- James M.
Good list of vocabulary and did not know that Federal Student Loans were forgiven for the deceased.
- Marian J.
Happy to understand more about Ancillary Probate process and that holding property in trust is a good idea. Some attorneys do not favor this concept.
- Michelle L.
Creating a checklist of steps taken by an Executor is tremendously beneficial to share with clients or utilize oneself
- James M.
Good list of vocabulary and did not know that Federal Student Loans were forgiven for the deceased.
- Marian J.
Happy to understand more about Ancillary Probate process and that holding property in trust is a good idea. Some attorneys do not favor this concept.
- Michelle L.
Creating a checklist of steps taken by an Executor is tremendously beneficial to share with clients or utilize oneself
- James M.