Broker Check
5568 General Washington Drive
Suite A-217
Alexandria, VA 22312-2465
Office: (703) 750-3393
Direct: (703) 813-5551
Toll Free: (800) 445-5595
Fax: (703) 813-6170

Resources

Estate Checklist and Guide

Estate Checklist and Guide

This Estate Checklist quickly highlights the key responsibilities and tasks associated with the death of a loved one, with an emphasis on the duties of the estate executor (also known as the personal representative). While this Estate Checklist is not intended to provide legal or tax advice, nor to provide exhaustive coverage for all possible situations, we hope you will find it useful and helpful, as many others have before you.

Download the Checklist
Business Insurance: Real Life Stories

Business Insurance: Real Life Stories

Learn how a smart insurance strategy helped a business continue to thrive following the death of a company's president. 

Download the Full Story