Tag Archives: Will

A Conversation About Executor Expectations with Zach Binzer, CFP® and Zach Horn, MBA, CFP®, CMFC®



Losing a loved one is an emotional time. One way you can make dealing with it a little easier for your loved ones, is to have a strong estate plan and family letter in place. Your appointed executor is there to make your final wishes come to pass, but they need to know what you wanted.

In this episode, Zach Binzer, CFP® and Zach Horn, MBA, CFP®, CMFC®, discuss this important role of being an executor.

Zach and Zach share more about:

  • What being an executor entails
  • How both parties can prepare for this role
  • What a executor is expected to do at the time of death
  • And more

Connect With Zach Binzer and Zach Horn: