When selecting a personal representative, consider the role’s many responsibilities.
Selecting a personal representative for your estate, also known as an executor, is no easy task. While it’s an honor to be chosen as an executor, it’s also a demanding commitment consisting of more than two dozen responsibilities and liabilities. For instance, an executor can be held personally liable for improperly spending estate or trust assets or for allowing insurance coverage on the assets to lapse.
January 9, 2020
At Raymond James, we recognize the trust you place in us when you disclose personal information. Maintaining that trust by ensuring that your information is secure is core to our business. Raymond James has a dedicated Privacy Office committed to the privacy and protection of your personal information entrusted to us.
From technological safeguards to employee policies and operating procedures, we maintain constant vigilance where your privacy is concerned.
At Singleton Peery Financial, located in Jackson, Wyoming, our team provides our clients the information they may need to choose the most suitable investment products and services for their specific financial needs, including asset management, retirement plans, trust services, managed accounts, 401(k) plans, life insurance and more.
170 E Broadway Suite 100D
P.O. Box 508
Jackson, WY 83001
T: 307.732.6652
F: 307.732.6658
Monday-Friday 7am-4pm
Saturday-Sunday Closed