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The Role of the Executor & Estate Planning Essentials – Webinar Replay

  • July 22, 2026

In this session, our team broke down the responsibilities of an executor and highlighted the importance of thoughtful estate planning across generations. We explored the legal, financial, and emotional aspects of administering a will and shared practical guidance on how to prepare for this role—whether you’re appointing an executor or have been named as one.

Whether you’re planning your own estate or supporting a loved one through theirs, this webinar replay offers valuable insights and actionable takeaways to help you navigate the process with confidence.

 

Here is the link to the replay of the webinar which was originally held on October 16, 2025 via Zoom.

Replay: 

https://raymondjames.zoom.us/rec/share/v1mbwCqO5kaDBE7PlrI4AyHkpGBFeKH-1laSHKjCgq0dTWg_1XcQxSykG8MM-fwo.aKJTMZ9ux0FGJXb8

Feel free to reach out with any questions or comments!

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