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10 Tasks for Estate Guardians Infographic


Description
Guardians of the Estate are expected to bring order to each client's finances. This infographic describes 10 essential tasks.
Any attached content or information will be available here.
  • 10 Tasks for Estate Guardians Infographic.pdf
Completion rules
  • Courses are completed when you have opened and worked through every attached document, video or exam. The system will mark your course as "completed." Then, any certificate you earned will become available in your Certifications Tab within an hour. If you have questions or concerns, please contact jessica@guardianshipcenter.org.
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