Jeff sits down with Tara Yukawa, a Certified Executor Advisor and the founder of SageVault, to discuss the complexities of serving as an executor or trustee.

Tara shares her journey of starting SageVault, which offers resources, education, and advisory services to those pre-planning an estate or navigating their roles as executor and/or trustee. Tara shares practical advice and insights into a role that so many find themselves unexpectedly navigating, along with tips for navigating some of the more common pitfalls executors and trustees face.

During our discussion, the resources Tara references are:

• Memorialization and transfer setup instructions for Google, Meta, etc - https://mysagevault.com/manage-online-accounts ...