Executor Responsibilities: Adding Value to the Client Experience with Estate Planning Resources
Financial planners aren’t estate attorneys, but their clients often look to them for advice on how to navigate the financial aspects of the estate planning process. Providing educational resources on the roles and responsibilities of an executor of an estate adds value to your client’s overall experience. Heifer Foundation has partnered with numerous donors and their executors over the last 25 years. Using this hands-on experience, participants will learn how to handle three primary asset types, how clients should organize their financial and physical assets in advance, and how to advise on handling assets like artwork, jewelry, and firearms.
Learning Objectives:
- Identify three core types of assets: real property, personal property, and digital property
- Understand options for liquidating personal property
- Make provisions for pets in estate planning documents
- Advise on realistic valuations for artwork, collectibles, firearms, and more
- Learn how to handle digital assets, such as hard drives, streaming services, income-generating online accounts, and social media accounts
This session is sponsored by the Heifer Foundation.
Thank you for attending!
