Affinity Executive Search – New York City, NY – of will. Protect, insure, and oversee sale of real estate, financial assets, collections, and personal property. Locate tax returns and financial records for final tax returns and coordinate preparation and filing. Represent the firm as trustee with irrevocable and revocable trusts from evaluating documents, accepting a fiduciary role, collecting cost and tax information through investment process and final distribution. Open and coordinate investment role with investment management accounts for personal…