Helping clients select an executor, with Stacey Delich-Gould and Anne Gifford Ewing

When it comes to estate planning, advisors naturally spend time helping clients think through their legacies and how they’d like to share their estates. But it’s the client’s executor (or trustee) who’s charged with making sure those wishes become reality. That’s why it makes sense to speak to clients about this role and share important considerations and guidance that can help clients make the best decision for the role. Too often, clients make this choice using a single variable: Whom do they trust? Stacey Delich-Gould and Anne Gifford Ewing, trust and estate specialists at Capital Group’s Private Client Services, share insight on factors clients should consider when appointing an executor or trustee, and ideas on how advisors can help clients prepare their fiduciaries for the role. For more, visit PracticeLab.

Om Podcasten

If you are a financial professional looking to grow your business, improve your client acquisition and service skills and gain efficiency to help you save valuable time, then the PracticeLab podcast is a program for and about you. In this series, we go coast-to-coast talking to financial professionals who are finding success through practice management skills, and who are ready to share their best ideas with you. If you're interested in acquiring more clients, attracting high net worth prospects, enhancing your client experience, scaling your practice and more, then you’ll want to tune in to these episodes and hear some of the best ideas in the business. The PracticeLab podcast is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at capitalgroup.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast. On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.