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30th October 2020

Ascot Lloyd is pleased to have collaborated with law firm, Freeths LLP to bring you an exclusive insight into the important topic of being an Executor.

Hear firsthand from Mark Rodgers (Financial Adviser, Ascot Lloyd), Charlotte Digby (Director, Freeths Family Wealth) and Sally Goodger (Director, Freeths Wills, Trusts and Inheritance Disputes) about the role of the Executor and their duties in estate administration.

Areas discussed include:

  • Who can be an Executor
  • The benefits of a professional Executor vs a lay Executor
  • What can go wrong in an estate administration and the circumstances giving rise to an Executor being removed
  • How working with an Independent Financial Adviser together with a solicitor can help you navigate to the best outcomes

The panellists also provide helpful advice on reviewing your will, knowing where your assets are, how to avoid a loved one disputing your will and the importance of having the correct Executor in place.

Watch webinar recording below.



Our Financial Advisers are available on the phone so please contact us if you have any questions.

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