The No-Nonsense Guide for Executors to Manage an Angel Portfolio Through Probate
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You are acting as executor to an estate which includes an angel investment portfolio. Where do you start? With any luck, the deceased will have left you a letter with details of their angel portfolio and with instructions about how they would like you to deal with each investment. As an executor you will "stand in their shoes" and so this guide should help you in that regard. Angel investments take many shapes and forms, and it is not possible to take a blanket approach to dealing with the investments, so do take the time to understand what the portfolio includes. This guide will take you thro...
You are acting as executor to an estate which includes an angel investment portfolio. Where do you start? With any luck, the deceased will have left you a letter with details of their angel portfolio and with instructions about how they would like you to deal with each investment. As an executor you will "stand in their shoes" and so this guide should help you in that regard. Angel investments take many shapes and forms, and it is not possible to take a blanket approach to dealing with the investments, so do take the time to understand what the portfolio includes. This guide will take you through the issues you need to think about and how to address the issues that are likely to arise.
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