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WAW0107: Diary of a Successor Trustee
Manage episode 394885404 series 3046093
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WAW0107: Diary of a Successor Trustee
If you are interested in a 1-on-1 financial coaching session, please contact selfreliantfi@gmail.com to schedule a free consultation. We’re here for you.
In this podcast episode, we delve into the responsibilities and challenges of being a successor trustee after the passing of a family friend. We discuss the crucial role of a successor trustee in managing and distributing the deceased individual's assets according to their wishes. From navigating legal and financial intricacies to handling emotional aspects, our experts provide insights and practical tips for those entrusted with this important role. Whether you're new to the role or seeking guidance on fulfilling your duties with compassion and efficiency, this episode aims to shed light on the complexities of being a successor trustee in the aftermath of a loss.
As always, if you have any questions, comments, or topic recommendations, please email us at awordaboutwealth@gmail.com. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.
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