Smoothing the Estate Transition

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.