Estate Administration Flowchart

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yourefolio estate legacy planning software

When your client passes, emotions may create a cloud over all the things involved in administering and settling an estate. This guide can shed some light on that process. 

If you would like to receive copy of this flowchart in PDF format, please send us an email at info@yourefolio.com

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Scott Huff – CEO Yourefolio

Of course they matter…depending on your perception

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