A "to-do" list for advisers and executors when a client dies

01/12/2013 | Morningstar Advisor

Advisers need a process in place for distributing assets when a client dies, write Helen Modly and Tommie Monez. Ideally, there has been preparation in the form of regular discussions with clients about their wishes. Modly and Monez provide a checklist for executors in this post.

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