Smoothing the Estate Transition

Videos
Written By Crystal Lee Butler, MBA

When someone passes away, the person who serves as the representative of the estate has to navigate a difficult process with many moving parts, often while dealing with the stress of grief at the same time. It’s a time-consuming process that can take about 570 hours to administer on your own. Working with professionals who specialize in estate management can help to smooth the transition.

In this video, Episode 26 of the Discuss With Russ series, Russell speaks with Tara Faquir, Co-Founder and COO of Trustate, an estate administrative services firm that helps executors navigate the complex and stressful process of settling the estate of a loved one.

Topics Discussed:

  • Navigating settling your estate

  • What is estate administration?

  • Reasons you may want to use an estate administration professional

  • Estate preparation

  • Assets and aspects of estate management you might not have considered

You can watch this video and others on the Voice Wealth Management YouTube channel.

Crystal Lee Butler, MBA

Crystal Lee Butler, MBA, is the founder and visionary force behind Crystal Marketing Solutions (CMS), a premier done-for-you virtual marketing agency dedicated to independent financial advisors and small advisory firms. With two decades of experience, CMS excels in developing customized, compliance-friendly marketing strategies that seamlessly integrate proven digital and traditional tactics. They execute your marketing, so you can focus on your clients.

https://crystalmarketingsolutions.com
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