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The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.
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A Conversation About Executor Expectations with Zach Binzer, CFP® and Zach Horn, MBA, CFP®, CMFC®

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: