Estate Beneficiaries

Are you in the will?

MAKE THE MOST OF YOUR INHERITANCE

Learn what you can expect as an heir

Are you in line to inherit some or all of a loved one's estate? Sign up for an account and get access to resources to guide you with the settlement process and how to make smart financial decisions that will give you the best outcomes for the future.

Dealing with Executors

Know the role and responsibilities of an executor who is responsible for managing many aspects of a decedent's estate, including assets.

What to Expect

Get tips on how to be smart with your money, whether you are best to invest or pay down debt, how to reduce taxes, and avoid high investment fees.

Contesting Inheritances

Contesting a will can be a difficult and emotional process. Learn whether or not you have the legal right to do so, and whether you have adequate grounds for challenging a will.

Inheritance Loans

Learn how to get an inheritance loan you want now while you wait for your money to arrive.

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April 19th, 2024