the estate executor

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Information about the estate executor

Published on February 21, 2014

Author: statetrustinvestments


FOR IMMEDIATE RELEASE Making the Job of the Estate Executor Easier StateTrust specializes in providing a complete range of financial products, services and strategies to help its clients to grow and preserve their net worth, while reaching their investment objectives and financial goals. Miami, Florida, USA – February 19, 2014 – An executor will take care of the estate's affairs upon the death of the owner. It is not pleasant to think about one's death, but some organization and a clear discussion with an executor now will make it easier for the wishes of the estate owner to be fulfilled in the future. The first step in the process is for to organize the following information:  Insurance policies.  Important documents (wills, deeds, etc.)  Pensions and retirement funds.  Bank accounts.  Stocks and bonds.  Items in safekeeping.  Family heirlooms and other irreplaceable items.  Funeral arrangements.  Partnership documentation and other assets The second step is to make this information accessible to the executor – it doesn’t have to be formal. You could just label a folder as "information for my executor” and include your lists and other information, and put it in a safe location, such as a fireproof file or a safe. However, you must let the executor know exactly where this list is located. You may also wish to create a document that will set out instructions regarding your funeral and include it in the above file. The third step is to discuss this information with family members, such as your spouse or children. They should also know the location of your executor's file and be familiar with your post-mortem wishes. ABOUT STATETRUST StateTrust is a privately owned financial institution specializing in wealth and investment management. It operates in the United States through StateTrust Capital LLC, an investment advisor firm and StateTrust Investments Inc., a registered broker-dealer. If you are interested in more information about StateTrust Wealth Management services or for further information about this release, please contact:

StateTrust Group 800 Brickell Avenue, Suite 100 Miami, FL 33131 (305) 921-8100 Investors should carefully review the objectives, risks, charges and expenses of any investment company before investing. Prospectus and, if available, the summary prospectus, contains important information about the investment company. You can contact us to request our prospectus, which we encourage you to read carefully. The value of your investment may fluctuate, and when redeemed, shares may be worth more or less than their original cost. Investments in a fund (Investment Company) or other investment vehicles are subject to market changes and may be worth less than your original investment upon redemption. These investments are not guaranteed by the Federal Deposit Insurance Corporation or any other government agency. DISCLAIMER . ###

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