28 min

What IF I Don't Have A Family Member to be my Estate Trustee‪?‬ Inception Family Wealth Podcast

    • Education

In this episode, Jenna Carvalho of Guardian Estate Company discusses what to do IF you don't have a family member that is able to be your executor/executrix/estate trustee. Jenna and Chris discuss topics including:


how to work with an estate broker and their services;
what is needed to be a good estate trustee;
skills of an effective estate trustee;
how to choose an estate trustee

and much, much more.

In this episode, Jenna Carvalho of Guardian Estate Company discusses what to do IF you don't have a family member that is able to be your executor/executrix/estate trustee. Jenna and Chris discuss topics including:


how to work with an estate broker and their services;
what is needed to be a good estate trustee;
skills of an effective estate trustee;
how to choose an estate trustee

and much, much more.

28 min

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