1. FOR IMMEDIATE RELEASE
Making the Job of the Estate Executor Easier
StateTrust specializes in providing a complete range of financial products, services and strategies to help
its clients to grow and preserve their net worth, while reaching their investment objectives and financial
goals.
Miami, Florida, USA – February 19, 2014 – An executor will take care of the estate's affairs upon the
death of the owner. It is not pleasant to think about one's death, but some organization and a clear
discussion with an executor now will make it easier for the wishes of the estate owner to be fulfilled in
the future.
The first step in the process is for to organize the following information:
 Insurance policies.
 Important documents (wills, deeds, etc.)
 Pensions and retirement funds.
 Bank accounts.
 Stocks and bonds.
 Items in safekeeping.
 Family heirlooms and other irreplaceable items.
 Funeral arrangements.
 Partnership documentation and other assets
The second step is to make this information accessible to the executor – it doesn’t have to be formal.
You could just label a folder as "information for my executor” and include your lists and other
information, and put it in a safe location, such as a fireproof file or a safe. However, you must let the
executor know exactly where this list is located. You may also wish to create a document that will set
out instructions regarding your funeral and include it in the above file.
The third step is to discuss this information with family members, such as your spouse or children. They
should also know the location of your executor's file and be familiar with your post-mortem wishes.
ABOUT STATETRUST
StateTrust is a privately owned financial institution specializing in wealth and investment management.
It operates in the United States through StateTrust Capital LLC, an investment advisor firm and
StateTrust Investments Inc., a registered broker-dealer.
If you are interested in more information about StateTrust Wealth Management services or for further
information about this release, please contact:

2. StateTrust Group
800 Brickell Avenue, Suite 100
Miami, FL 33131
(305) 921-8100
www.statetrust.com
Investors should carefully review the objectives, risks, charges and expenses of any investment
company before investing. Prospectus and, if available, the summary prospectus, contains important
information about the investment company. You can contact us to request our prospectus, which we
encourage you to read carefully. The value of your investment may fluctuate, and when redeemed,
shares may be worth more or less than their original cost. Investments in a fund (Investment Company)
or other investment vehicles are subject to market changes and may be worth less than your original
investment upon redemption. These investments are not guaranteed by the Federal Deposit Insurance
Corporation or any other government agency.
DISCLAIMER
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