Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH

This event has been designed primarily for the adult children of Wealth of Advice clients. It is suitable for anyone who may one day act as an executor, inherit assets, or help manage a loved one's affairs.
No. The session is designed for people with little or no prior experience. We'll explain everything in straightforward, easy-to-understand language.
An executor is the person named in a will who is responsible for administering the estate after someone passes away. This can involve locating assets, settling debts, dealing with legal paperwork, and distributing assets according to the will.
Yes. We will provide an overview of probate, inheritance tax, and the key processes families commonly encounter when administering an estate.
No. In fact, this event is most valuable when attended in advance. Understanding the process before it becomes necessary can provide confidence and reduce stress in the future.
Yes. There will be time for questions during the session, allowing attendees to gain a better understanding of the topics discussed.
No. This is an educational event intended to provide general information and guidance. We will not be providing individual legal, tax, or financial advice during the session. If you require personal advice, we can help direct you to the appropriate professional support.
No. This event is complimentary.
The session is expected to last approximateley an hour, including time for questions and discussion.
Just yourself and any questions you may have.