As a Certified Executor Advisor,  I work with both Testators (a person who dies, or will die with a Will) and Executors (a person(s) appointed by Testator to execute their Will) to identify and minimize potential estate challenges.

With proactive finanical planning I help testators create strategies to ease taxation and liquidity issues as well as real, or perceived, inequality concerns in their Wills.  I provide guidance to Executors towards successful execution of the duties and legal responsibilities to avoid personal risk and liability.   

A well prepared Executor will understand the importance and value of ensuring estates are proactively planned for themselves and their loved ones.