What estate checklist does an expert Administrative Assistant utilize upon learning a beloved client has passed?
Marsha Werner interviews Kim Tuzzolino, the team’s Senior Registered Client Service Associate. They discuss the estate settling checklist Kim follows when learning that a client has passed away. Learn from a professional what steps she takes on the administrative side of settling and estate. Kim describes how investment accounts, Trust accounts and Individual Retirement Accounts-IRAs all need special attention to speed along the distractions and resolutions. When learning that a client has died she follows a strict protocol that could help you in your time of grief and sorrow.
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