After the difficulties that come with losing a loved one come the challenges of settling the estate. In addition, you may have been named as successor trustee. The responsibilities of these roles can be overwhelming, especially when you're grieving, but you don't have to do it alone. Your Financial Advisor, estate planning attorney, and professional tax advisor can help you through the process.
Because just the thought of starting can be intimidating, Wells Fargo Advisors is offering their free kit to help you understand the basics of what's going to happen over the next several months. It covers some of the duties you've been assigned and can help guide you through everything that needs to be done. The kit includes:
* Guide to Estate Settlement
* Guide for Personal Representatives
* Guide for Successor Trustees
While all the guides may not apply to you, they can help you understand the process others might be facing.
Get your free kit today.
This offer is only valid for residents of: