You’ve built a long-time, trusting relationship with your client, and have access to a wealth of personal and confidential information. When the client dies, a DMM can be an essential part of the estate-settlement team and significantly contribute to a smooth, efficient and cost-effective transition for the estate and the beneficiaries. This webinar is designed to provide you with strategies to position yourself as an indispensable part of the process. It will outline and define your role in effectively working together with the executor/trustee, attorney, accountant, financial advisor and family members.
This session eligible for 1 credit hour to Standards of Practice, Types of Expenses toward CDMM® recertification.