Becoming the executor of an estate or trust is a massive responsibility and far more time-consuming than most people realize. In this solo episode, I explain the realities of settling an estate from a financial advisor's perspective.

I talk about some tips and a guide for handling the paperwork, dealing with financial institutions, and managing inherited assets without losing your sanity. Whether you are dealing with banks, tracking down death certificates, or coordinating with beneficiaries, this episode provides some perspective on a complicated process.

In this episode, you'll learn:

• How long you should expect settling an estate to take (and how to manage family expectations)
• Practical strategies for dealing with financial institutions and customer service reps
• Tips for handling IRAs, annuities, and inherited bank accounts
• Paperwork management tips to prevent claim denials and delays

Taking on this role is a real commitment, but with the right mindset and approach, you can get through it. If you’re in this position now, remember to breathe and take it one day, one form, one call at a time.

If you’re navigating an estate and have questions, feel free to book a 15-minute consult with me. I’m here to help if you need it.

If you enjoyed this episode, please leave a review. Your support helps others discover the show.

Follow for more financial tips:

• Subscribe to the Podcast: https://pod.link/1671924778
• Facebook: https://www.facebook.com/theunconventionalinvestorpodcast
• Instagram: https://www.instagram.com/michelle.e.moses
• Book a 15-minute consultation with Michelle: https://www.mefinancial.net/contact-us

Disclaimer:

The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These investments are often illiquid, meaning they may not be easily sold or converted to cash, and investors should be prepared to hold them for an extended period of time. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.