Executors, Trustees & Beneficiaries


By Vic Preisser & Vanessa Terzian

Foreword by Paul Schwan

Honoring The Intent, The Law & Emerging Trends

For orders of 10 or more, please email [email protected]

We do not ship internationally.


This question-and-answer book sets the stage for more knowledgeable conversations about the roles of executor, trustee and beneficiary. It does not focus on intricacies of law. Families will gain an appreciation and tolerance for the experience and education that go into making a good executor, a good trustee, and a good beneficiary. It’s the combination of education, experience, knowledge, tolerance, and a mutual desire to work together as a team that makes for a successful post-estate transition experience. There are no substitutes!

Additional information

Weight 6.5 oz
Dimensions 7 × 5 × .375 in

Executors, Trustees & Beneficiaries

Share on facebook
Share on twitter
Share on linkedin
Share on email

Sign Up For Insights & Workshop Updates

You’ll receive a copy of our white paper, “Advice Beyond The Money: Preparing Families to Prosper & Thrive For Generations,” & our Client Family Tree tool for your next client meeting.