Our Track Record?
Since January 2016, we've been organizing executor workshops that provide expert advice to testators and executors by bring together professionals from different disciplines that are connected to the estate.
Participants who attended
Hours of Learning
RELY ON PROFESSIONALS TO MAKE YOUR LIFE EASIER AND PROTECT YOUR LIABILITY
The diagram below shows you the most common professionals that could be involved with an estate. As the executor, it is your role and duty to ensure that all the proper experts are brought in to address potential challenges or issues. Sometimes executors believe that they should do it all on their own, either because they don’t want to spend money from the estate to avoid conflicts with beneficiaries, or because they think they don’t need the help. There will be enough for the executor to do, even if all these professionals were involved in dealing with the affairs of the deceased.
Not only hiring the right professional will save you and the estate time and money, it will also protect you and your personal liability should you have some mishap or issues with part of the estate affairs. It is a lot easier to defend yourself in front of the judge when you hired a lawyer, an accountant, or an financial planner, if one of these have recommended an action that ended up back-firing. The judge will then see that you did your due diligence, and that the professional you hired made a mistake, and blame them for it, instead of you personally.
Having someone who is dealing with estates or planning for estates on a daily basis will also help you save some much time and headaches that it is easy to justify in front of the beneficiaries. Remember, if the process takes you twice as long because you don’t know what you’re doing, or make mistakes that could have been avoided, neither will you save the estate money, nor will the beneficiaries be happy for the wait…
WHAT ATTENDEES HAVE TO SAY ABOUT OUR WORKSHOPS
Every person who attended one of our events has been impressed by the caliber of the speakers that were brought together