CEA CERTIFIED EXECUTOR ADVISOR

Owner

Goods & Services

Providing advisory and training services for legal professionals, banks, credit unions, life insurance agents, insurance brokers, financial advisors, lawyers, accountants, and real estate agents, namely, advisory and training services related to managing relationships with executors when dealing with estate settlement, executor responsibilities, and executor ethics; Providing advisory and training services for legal professionals, banks, credit unions, life insurance agents, insurance brokers, financial advisors, lawyers, accountants, and real estate agents, namely, advisory and training services related to managing relationships with testators when dealing with estate planning and preparation, end of life choices, testator responsibilities, and testator ethics; Providing advisory and training services for legal professionals, banks, credit unions, life insurance agents, insurance brokers, financial advisors, lawyers, accountants, and real estate agents, namely, advisory and training services related to managing relationships with heirs to estates and how to best assist heirs with responsibly managing their inheritance