Tag Archives: Personal Representatives and Trustees

Karen’s ‘The Asset Map’ Checklists for Personal Representatives and Trustees when the tough time comes

fulfill-your-destiny-tree-text1-262817_960x332Karen’s Mom passed away very suddenly from a massive heart attack.  Karen was the executor, personal representative and trustee.  Combing the internet for resources to help, Karen didn’t find all that she needed so she created two checklists:

1) What to Do When Learning of the Passing of a Loved One


2) The Asset Map which helps you find the treasure in your business and personal life, map your assets, and prepare your family for financial freedom. 

Thank you to Independent Financial Services for licensing the right to use these two checklists to help all of their clients.  For more information, please view our Speaker Info tab and  contact Karen at karen.mertes@yahoo.com or karen@fulfillyourdestiny.org  to learn more.



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