Preparing For The Future

A Guide for Executors & Beneficiaries
At some point, many of us will find ourselves responsible for managing the affairs of a loved one after they've passed away.

While conversations about wills, estates, and inheritance can be difficult, understanding what's involved can make a challenging time much easier to navigate.

Join us for an informative and practical event designed specifically for the adult children of our clients.

We'll explain the responsibilities that often fall to executors and beneficiaries, helping you understand what to expect and where to find support when the time comes.
Event Details
Location: Wealth of Advice, Swale House, Durham, DH1 1TH
Date & Time: To Be Confirmed
Who Should Attend?
This event is ideal for:
  • Adult children of Wealth of Advice clients
  • Individuals who have been named as an executor in a will
  • Family members who may inherit assets in the future
  • Anyone wanting to better understand estate administration

Register Your Interest

To register your interest in this event, please complete the form below. We will be in touch soon to provide further details.
Note: This event is intended for the adult children of Wealth of Advice clients. If you are registering on behalf of your child, please use their details when filling in the form below.
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FAQs

Who is this event for?
Do I need any previous knowledge of wills or estate administration?
What is an executor?
Will you discuss inheritance tax and probate?
Is the event only relevant if my parents have recently passed away?
Will there be an opportunity to ask questions?
Will I receive personal financial or legal advice?
Is there a cost to attend?
How long is the event?
What should I bring?