Executor, Beneficiary & Other Important Estate Planning Decisions

Executor, Beneficiary & Other Important Estate Planning Decisions

Audience:	Recommended for those who want to be better prepared for selecting appropriate executors and beneficiaries as well as achieve a greater understanding of the decisions that are necessary in these two very important roles
Length:	2 hours
Materials:	Each participant will receive a 35-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use

Course Description:

Participants who attend this course will be better able to make informed and proper selections of executors and beneficiaries. In addition, this course focuses on the roles, responsibilities, and decisions involved with executors and beneficiaries.

Course Objectives:

Learn how to organize and where to keep important financial documents.
Gain confidence in selecting the proper executor(s) for your estate.
Discover the vast responsibilities involved in being appointed as an executor.
Learn how to wisely appoint a guardian for minor children.
Review the important duties required of a guardian.
Find out twelve important everyday contracts that require beneficiary designations.
Wisely select beneficiaries for an estate.
Discover why a witness to a will should not also be a beneficiary.
Uncover how to verify that the beneficiaries named in contracts do not conflict with a will.
Learn a simple way to keep all beneficiary designations up-to-date.

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