Certified Executor Advisor (CEA)
As a CEA, I work with both Testators (a person who dies, or will die with a Will) and Executors (a person(s) appointed by Testator to execute their Will) to identify and minimize potential estate challenges. With proactive planning I help Testators create strategies to ease taxation and liquidity issues as well as real or perceived inequality concerns in their Wills. I provide guidance to Executors towards successful execution of the duties and legal responsibilities to avoid personal risk and liability. A prepared Executor will understand the importance and value of ensuring estates are proactively planned for themselves and their Testator loved ones.
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