5 Steps to Settle an Estate. One Mistake to Avoid.
Feeling overwhelmed with settling an estate? In this video, we’ll walk you through 5 essential steps every executor needs to know—and reveal one costly mistake you absolutely want to avoid. A cautionary tale highlights a key takeaway.
As an executor, it’s easy to feel lost in the process of handling documents, probate, and legal requirements – on top of struggling with the emotional loss of a loved one.
We walk you through 5 simple steps to understand the process.
Explained from a Wealth Advisor’s perspective, James Whitehouse and Fernando Ponce have worked with clients through every stage of life. The difficult time of losing a loved one brings a series of financial tasks that don’t need to be complicated. Let us help guide you.
Get answers to these questions:
- Where to obtain critical documents like death certificates and wills.
- Why probate can be time-consuming and unavoidable.
- Unexpected costs you may face and how to prepare.
Published by Jim Whitehouse, Senior Wealth Advisor & Portfolio Manager | National Bank Financial | National Bank Financial - Wealth Management
